topic DAX Date Filters based on two date columns in DAX Commands and Tips

DAX Date Filters based on two date columns

CracktheCode85 — Thu, 13 Jun 2024 18:02:23 GMT

Hi Brilliant folks!

I'm having trouble determining a correct conditional filter for two date filters for an Outstanding Balance:

The two Date columns are:

1.) Month End Dates (April 30, May 31 etc...)

2.) Due Dates ; Ranges from 2020 to December 2024.

Im working on a formula that calculates the Previous Months Outstanding Balance based on the following criteria:

The Due Date is less than or equal to the Current Month.

My question is how do I accurately capture this criteria with two date fields?

VAR current_month = [Current Month]

RETURN

CALCULATE([Prior_Outstanding], 'Table'[Month & Year (Due_Date)] <= current_month)

Re: DAX Date Filters based on two date columns

amitchandak — Fri, 14 Jun 2024 03:13:21 GMT

CracktheCode85 ,

Prefer a date table, assuming current month coming from selection of today

Current Month = if(isfiltered('Date'), Max('Date'[Date]), today())

Last month end date =

VAR current_month = eomonth([Current Month],-1)

RETURN

CALCULATE([Prior_Outstanding], filter( all ('Date'), Date'[Date] = current_month)

In case date and the table is not joined you can tables columns.

You can also use closingbalancemonth

Power BI closingbalancemonth closingbalancequarter closingbalanceyear, lastnonblankvalue- Closing Balance, Distibutre Target: https://youtu.be/yPQ9UV37LOU

Why previousmonth does not give result when datesmtd is giving it: https://youtu.be/1KkoJehRVeg

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Re: DAX Date Filters based on two date columns

CracktheCode85 — Tue, 18 Jun 2024 16:20:54 GMT

Is it sandard practice to create a custom calendar for each dashboard build?

Can I create a filter that says something like this:
Date (04/05/2024) is less than or equal to Age Date (Current Month-End).
These have two different data types so I don't think BI will agree with the logic I'm trying to make happen.