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LauraCawdronDav's avatar
LauraCawdronDav
Helper I
3 years ago
Solved

This year date filter

Hiya,

 

I've made a filter to measure all the opportunities we've "won" this year as follows:

Calculate(
SUM('3. Opportunities'[Estimated Value]),
'3. Opportunities'[Close Date - Copy] >= DATE(2022,01,01),
'3. Opportunities'[Status: won, lost, open] = "Won"
)
 
However, I would like to automate this so it shows the total won in a given year i.e. come 2023 it would automatically update to 2023 without me needing to change the measure each year. Please can someone help me?
 
Thanks,
Laura 
Need Help
  • DataInsights's avatar
    DataInsights
    3 years ago

    LauraCawdronDav,

     

    Try this measure:

     

    Opportunities Won =
CALCULATE (
    SUM ( '3. Opportunities'[Estimated Value] ),
    '3. Opportunities'[Close Date - Copy] >= DATE ( YEAR ( TODAY () ), 1, 1 ),
    '3. Opportunities'[Status: won, lost, open] = "Won"
)

2 Replies

  • DataInsights's avatar
    DataInsights
    Super User
    3 years ago

    LauraCawdronDav,

     

    Try this measure:

     

    Opportunities Won =
CALCULATE (
    SUM ( '3. Opportunities'[Estimated Value] ),
    '3. Opportunities'[Close Date - Copy] >= DATE ( YEAR ( TODAY () ), 1, 1 ),
    '3. Opportunities'[Status: won, lost, open] = "Won"
)