Dimension table to Filter Measure - Data Model Help?

[Txtcher]

I think this is simple, but I am new to DAX and data modeling. I am using Excel & Power Query.

I have 2 tables: RS_Cases (fact table) and Date_Table (dimension table).

The goal is to create a power pivot with slicers for dates and programs to track backlog cases. The following measure calculates the total backlog:

Backlog:=CALCULATE(

COUNTROWS(RS_Cases),

FILTER(

ALL(RS_Cases),

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Status]="OPEN") ||

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Entrance Date]>Max(Date_Table[Date])) ||

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && ISBLANK(RS_Cases[Entrance Date]) && RS_Cases[Status]="CLOSED" && RS_Cases[Status Change Date]>MAX(Date_Table[Date]))

)

)

But now I want this measure to give me the total backlog based on the program (field in RS_Cases) selected in the pivot table.

I tried building a 2nd dimension table for Program, creating a relationship with the fact table. Then tried to alter the measure above like this:

 Backlog:=CALCULATE(

COUNTROWS(RS_Cases),

USERELATIONSHIP(Programs[Program],RS_Cases[Program]),

FILTER(

ALL(RS_Cases),

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Status]="OPEN") ||

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Entrance Date]>Max(Date_Table[Date])) ||

(RS_Cases[Due By]<=MAX(Date_Table[Date]) && ISBLANK(RS_Cases[Entrance Date]) && RS_Cases[Status]="CLOSED" && RS_Cases[Status Change Date]>MAX(Date_Table[Date]))

)

)

I used the program field from the dimension table when I built the pivot, but the measure does not change when I filter the pivot table by program.

Where am I going wrong here?

[FreemanZ]

hi @Txtcher ,

try like:

Backlog:=CALCULATE(
COUNTROWS(RS_Cases),
USERELATIONSHIP(Programs[Program],RS_Cases[Program]),
FILTER(
ALL(RS_Cases[Due By], RS_Cases[Status], RS_Cases[Entrance Date], RS_Cases[Status],RS_Cases[Status Change Date]),
(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Status]="OPEN") ||
(RS_Cases[Due By]<=MAX(Date_Table[Date]) && RS_Cases[Entrance Date]>Max(Date_Table[Date])) ||
(RS_Cases[Due By]<=MAX(Date_Table[Date]) && ISBLANK(RS_Cases[Entrance Date]) && RS_Cases[Status]="CLOSED" && RS_Cases[Status Change Date]>MAX(Date_Table[Date]))
)
)

[Txtcher]

Thank you for your response.  Unfortunately, this solution is not working (I corrected the red filter text in it had [Status] in twice.

It gives me too low a count. To get the correct backlog count, I can't filter the RS_Cases table to only include cases sent to the Region (primary key) to the month selected, or to only cases with a Due By date in the month selected. I need to filter the entire table to get the correct counts.

Thoughts?