topic Re: How to remove data from future dates in a cumulative calculation in DAX Commands and Tips

How to remove data from future dates in a cumulative calculation

pnm_100 — Wed, 08 Feb 2023 12:59:01 GMT

Hi All,

I have an S-Curve graph and I am trying to remove the data in the future dates of the cumulative line in the graph.

This is a picture of the s-curve graph.

For the cumulative line, I used two formulas: one to calculate the count of the Actuals and another to calculate the cumulative count. See formulas below:

Count Actual = CALCULATE(COUNT(Catalogue[Actual Completion Date]), USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]))

**bleep** Count Actual = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date])))

The calendar table plan is where I am getting the dates and it is connected to my main table. I have to use USERELATIONSHIP to make it work.

I am thining this is something simple, but I cannot figure it out even after reading various forum entries. Any help is greatly appreciated!

Re: How to remove data from future dates in a cumulative calculation

tamerj1 — Wed, 08 Feb 2023 13:05:27 GMT

Hi pnm_100
Pleasr try

Count Actual = IF ( NOT ISEMPTY ( Catalogue ), CALCULATE ( [Count Actual], USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ), FILTER ( ALL ( 'Calendar Table Plan' ), 'Calendar Table Plan'[Planned Date] <= MAX ( 'Calendar Table Plan'[Planned Date] ) ) ) )

Re: How to remove data from future dates in a cumulative calculation

pnm_100 — Wed, 08 Feb 2023 13:22:10 GMT

Hey tamerj1, thanks for the reply but unfortunatly I could get it to work. I attached a table of how the data should look and how it looks when I input your formula:

This is the original:

This is what happens with your formula:

I feel as though it should be an IF with the date column, but the IF statement will not let me use the Calendar table.

Re: How to remove data from future dates in a cumulative calculation

tamerj1 — Wed, 08 Feb 2023 13:43:55 GMT

pnm_100
Please try

**bleep** Count Actual = IF ( NOT ISBLANK ( [Count Actual] ), CALCULATE ( [Count Actual], USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ), FILTER ( ALL ( 'Calendar Table Plan' ), 'Calendar Table Plan'[Planned Date] <= MAX ( 'Calendar Table Plan'[Planned Date] ) ) ) )

Re: How to remove data from future dates in a cumulative calculation

pnm_100 — Wed, 08 Feb 2023 14:40:17 GMT

So that worked, but the issue I have now is the Count Actual has a blank value in 2020-Q2, see below:

So there is now a break in the line in the graph. How do I fix the Count Actual to be zero if it is blank? Thanks!

Re: How to remove data from future dates in a cumulative calculation

tamerj1 — Wed, 08 Feb 2023 15:32:07 GMT

pnm_100
Would you please try the following. Whatever the result would be, please share the dax for [Count Actual], that will provide some insights about your data model.

Cumm. Count Actual = CALCULATE ( [Count Actual], USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ), FILTER ( ALL ( 'Calendar Table Plan' ), 'Calendar Table Plan'[Planned Date] <= MAX ( Catalogue[Actual Completion Date] ) ) )

Re: How to remove data from future dates in a cumulative calculation

pnm_100 — Wed, 08 Feb 2023 15:41:49 GMT

Hey, sorry I did share the Count Actual formula in my first post, but I didn't realive the other formula has a "bleep" in front of it lol. The bleep is supposed to be Cumulative, and I had the first three letters of the word to shorten it. Guess that is a swear word here.

Here is the formulas again:

Count Actual = CALCULATE(COUNT(Catalogue[Actual Completion Date]),USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]))

Cumulative Count Actual = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date])))

The formula you provided is the same as my cumulative. Thanks

Re: How to remove data from future dates in a cumulative calculation

pnm_100 — Wed, 08 Feb 2023 16:13:34 GMT

Thanks for the help, but I finally found a solution.

Change the Cumulative Count Actual to:

Cumm Count Actual = VAR CumCountAct = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date]))) RETURN IF(MAX('Calendar Table Plan'[Planned Date]) <= TODAY(),CumCountAct,BLANK())