Forum Discussion
Filter a Fact Table to Exclude Item Exceptions By Date Range
- 3 years ago
Hello RGregory,
1. Create a separate table for the exclusion dates with columns for Item, Start Date, and End Date.
2. Create a measure that calculates whether a transaction falls within any of the exclusion date ranges for the item.
Transaction Flag = VAR ItemID = MAX('Transactions'[Item ID]) VAR TransactionDate = MAX('Transactions'[Transaction Date]) VAR Exclusions = FILTER(ExclusionDates, ExclusionDates[Item] = ItemID && TransactionDate >= ExclusionDates[Start Date] && TransactionDate <= ExclusionDates[End Date]) RETURN IF(COUNTROWS(Exclusions) > 0, 1, 0)3. Add the Transaction Flag measure to your visualizations to see which transactions are flagged based on the exclusion dates.
4. You can also use the measure to filter your data by creating a filter that includes only transactions with a flag of 0 (i.e., transactions that are not excluded).
Let me know if you might require further assistance.
Very helpful! Thank you.
I was trying to create this as a calculated column, and doing it the way prescribed above does not work on column.
Instead, I used the steps above to create the Flag as a measure, then used some DAX on column to tie them together.
Thanks!