topic Re: How to sum all invoices in the first year after won opportunity in DAX Commands and Tips

How to sum all invoices in the first year after won opportunity

torstew — Sun, 09 Jan 2022 11:30:21 GMT

Hello

I'm new to PowerBi and DAX. I would like to some all invoices in the year following the close down of an opportunity.

Very simply, if the opportunity was closed and won on 31 December 2021, I would like to sum the value of all invoices raised before and including 30 December 2022.

Is there a simple formula for this?

Thanks a lot.

Re: How to sum all invoices in the first year after won opportunity

bcdobbs — Sun, 09 Jan 2022 12:34:28 GMT

Sure we can help with that! Can you supply a demo file without sensistive information?

Re: How to sum all invoices in the first year after won opportunity

VahidDM — Sun, 09 Jan 2022 22:26:42 GMT

Hi torstew

Can you post sample data as text and expected output?
Not enough information to go on;

please see this post regarding How to Get Your Question Answered Quickly:
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
4. Relation between your tables

Appreciate your Kudos!!
LinkedIn:www.linkedin.com/in/vahid-dm/

Re: How to sum all invoices in the first year after won opportunity

v-yanjiang-msft — Wed, 12 Jan 2022 10:08:34 GMT

Hi torstew ,

According to your description, I create a sample.

If you want to sum the invoices between 2021/12/31 and 2022/12/30, here's my solution, create a measure.

Measure = CALCULATE ( SUM ( 'Table'[Invoice] ), FILTER ( ALL ( 'Table' ), 'Table'[Date] > DATE ( 2021, 12, 31 ) && 'Table'[Date] <= DATE ( 2022, 12, 30 ) ) )

Get the result.

More reference of the calculate-function, filter-function, date-function.

I attach my sample below for reference.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: How to sum all invoices in the first year after won opportunity

torstew — Mon, 17 Jan 2022 02:17:24 GMT

Thanks for sharing this.

Re: How to sum all invoices in the first year after won opportunity

torstew — Mon, 17 Jan 2022 02:18:02 GMT

Thanks. I will ask if the requester can provide more details on this topic.