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antarizana's avatar
antarizana
Frequent Visitor
1 year ago
Solved

Function DATESINPERIOD doesn't work properly

In POWER BI, I have imported general ledger with account, amounts, and dates (the date is always the last day of the month). The amounts for income and expense accounts are cumulative-the data on the...
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  • v-csrikanth's avatar
    v-csrikanth
    1 year ago

    Hi antarizana 
    I really sorry for the confusion here is the refined DAX that will help you to resolve our issue.
    If you still need facing anu issues please share the sample data so that i can help you address your requiement.
    Updated DAX 
    Rolling12Months =
    VAR __SelectedDate = MAX('Date'[Date])
    VAR __StartDate = EDATE(__SelectedDate, -11) // includes 12 months
    RETURN
    CALCULATE(
    SUM(YourTable[Amount]),
    DATESBETWEEN(
    'Date'[Date],
    __StartDate,
    __SelectedDate
    )
    )

    If the above information is helpful, please give us Kudos and mark the response as Accepted as solution.
    Best Regards,
    Community Support Team _ C Srikanth.


v-csrikanth's avatar
v-csrikanth
Community Support
1 year ago

Hi antarizana 
Hello and welcome to the Microsoft Fabric Community.
Please consider trying the following workarounds that may help resolve your issue.

1) This approach ensures that January is handled correctly without any calculation errors.
**************************************************************
MonthlyAmount =
IF (
MONTH(MAX('Kalendar'[Date])) = 1,
[Cumulative],
[Cumulative] - CALCULATE([Cumulative], PARALLELPERIOD('Kalendar'[Date], -1, MONTH))
)
**************************************************************

 

2) If you're working with multiple accounts or dimensions, using ALLEXCEPT ensures proper filtering and context control.

**************************************************************

Rolling12MonthSum =
CALCULATE(
SUM('Table'[MonthlyAmount]),
DATESINPERIOD('Kalendar'[Date], MAX('Kalendar'[Date]), -12, MONTH),
ALLEXCEPT('Table', 'Table'[Account])
)

**************************************************************

 

If the above information helps you, please give us a Kudos and marked the reply Accept as a Solution.

Thanks,
Cheri Srikanth