Cumulative Backlog Calculation Issue

Hi rahberrizvi110 ,

Thanks for your follow-up and clarification.

To address the requirement of bifurcating the backlog issues by previous months in the tooltip, I reproduced the scenario using the same sample structure as before and added a disconnected helper table to group the CreatedDate into month buckets.

Then, using a tooltip page and a measure that calculates how many of those earlier tickets were still unresolved at the start of the selected (hovered) month, I was able to get the expected breakdown.

For example, when hovering over July 2025, the tooltip now displays:

Measure used:

BacklogCountByCreatedMonth = 
VAR HoveredDate = SELECTEDVALUE('Date'[Date])
VAR HoveredMonthStart = DATE(YEAR(HoveredDate), MONTH(HoveredDate), 1)
VAR CurrentCreatedMonth = SELECTEDVALUE('CreatedMonth'[CreatedMonthStart])
RETURN
IF (
    NOT ISBLANK(HoveredMonthStart) && NOT ISBLANK(CurrentCreatedMonth),
    CALCULATE (
        COUNTROWS (IncidentTable),
        FILTER (
            ALL (IncidentTable),
            -- Belongs to this Created Month
            DATE(YEAR(IncidentTable[CreatedDate]), MONTH(IncidentTable[CreatedDate]), 1) = CurrentCreatedMonth &&
            -- Still unresolved at start of hovered month
            IncidentTable[CreatedDate] < HoveredMonthStart &&
            (
                ISBLANK(IncidentTable[ResolvedDate]) ||
                IncidentTable[ResolvedDate] >= HoveredMonthStart
            )
        )
    )
)

This matches the intent of tracking how many unresolved tickets from earlier months (created in May and June) are still active at the beginning of July.

Please let us know if this aligns with your intended outcome or if you would like to take a different approach for tooltip design.

Hope this helps. Please reach out for further assistance.

Thank you.