Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
JimSales81
Frequent Visitor

Dax for 30 days before and 30 days after

Hello,

 

My company has a new pricing program.  Each customer can enter the program by signing a new contract (i.e. each customer's entry date will be different).  I want to normalize everything by creating a measure to show 30 days before and 30 days after contract signing date.  

 

I.e. if Customer A signed contract on 4/15, I want the forumla to identify each sale within 30 days before or after, calculate how many days from the contract signing date it is and plot that point on a line chart. 

 

 

What i'm hoping to get is:

if Customer A sold 10k on 4/17 that is +2 days from contact signing .  If they sold 3K on 4/10 that is -5

 

If customer B, whose contract date was 5/10 sold 30K on 5/12 it is also +2 days from contract signing.   If they sold 2k on 5/5 that is -5.  


When i plot the chart the orgin would be 0 and +2 would be 40K and -5 would be 5k.

 

Thanks for any help!

 

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.
One of ways to achieve this is to create a calculated column in the fact table.

Please check the below pictures and the attached pbix file.

 

 

Jihwan_Kim_1-1716865380238.pngJihwan_Kim_2-1716865394173.png

 

 

 

date_offset_by_entry_date_CC =
VAR _customer = sales_fact[customer]
VAR _entrydate =
    MAXX (
        FILTER ( customer_dimension, customer_dimension[customer] = _customer ),
        customer_dimension[entry_date]
    )
RETURN
    INT ( sales_fact[date] - _entrydate )

 

And then, create a measure with having the calculated column on the x-axis.

 

Sales expected result: = 
CALCULATE (
    SUM ( sales_fact[sales] ),
    FILTER (
        sales_fact,
        sales_fact[date_offset_by_entry_date_CC] >= -30
            && sales_fact[date_offset_by_entry_date_CC] <= 30
    )
)

 

Jihwan_Kim_0-1716865336344.png

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.
One of ways to achieve this is to create a calculated column in the fact table.

Please check the below pictures and the attached pbix file.

 

 

Jihwan_Kim_1-1716865380238.pngJihwan_Kim_2-1716865394173.png

 

 

 

date_offset_by_entry_date_CC =
VAR _customer = sales_fact[customer]
VAR _entrydate =
    MAXX (
        FILTER ( customer_dimension, customer_dimension[customer] = _customer ),
        customer_dimension[entry_date]
    )
RETURN
    INT ( sales_fact[date] - _entrydate )

 

And then, create a measure with having the calculated column on the x-axis.

 

Sales expected result: = 
CALCULATE (
    SUM ( sales_fact[sales] ),
    FILTER (
        sales_fact,
        sales_fact[date_offset_by_entry_date_CC] >= -30
            && sales_fact[date_offset_by_entry_date_CC] <= 30
    )
)

 

Jihwan_Kim_0-1716865336344.png

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


vicky_
Super User
Super User

Good Ol SLQBI has a recent article that covers something very similar: https://www.sqlbi.com/articles/comparing-cumulative-values-for-events-in-different-periods/

In particlar, I would look at the Preparing the Model section and adapt that to suit your needs.

 

Helpful resources

Announcements
July 2024 Power BI Update

Power BI Monthly Update - July 2024

Check out the July 2024 Power BI update to learn about new features.

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.