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PBInewbie17
Helper I
Helper I

Filter is Excluding Days Needed in Cumulative Total

Hi, all. I have this table with multiple projects.

PBInewbie17_0-1666276032265.png

I used the formula below to calculate a new column called Fiscal Year, based on the following criteria: 

  1. Must be the MAX Sequence for the project
  2. Must be an an Action_Name of either “Returned app” or “Completed app”
  • If the first two criteria apply and the Action_Date is 10/01/2020 – 09/30/2021, then Fiscal Year = “FY21”
  • If the first two criteria apply and the Action_Date is 10/01/2021 – 09/30/2022, then Fiscal Year = “FY22”
  • If the first two criteria apply and the Action_Date is 10/01/2022 – 09/30/2023, then Fiscal Year = “FY23”
  • If nothing applies, then BLANK

Fiscal Year =
VAR __Seq = [Sequence]
VAR __Project = [Project]
VAR __Action = [Action_Name]
VAR __Table =
    FILTER ( 'Table', [Project] = __Project )
VAR __MaxSeq =
    MAXX ( __Table, [Sequence] )
RETURN
    IF (
        __Seq = __MaxSeq
            && ( __Action = "Returned app"
            || __Action = "Completed app" ),
        SWITCH (
            TRUE (),
            [Action_Date] >= DATE ( 2020, 10, 1 )
                && [Action_Date] <= DATE ( 2021, 9, 30 ), "FY21",
            [Action_Date] >= DATE ( 2021, 10, 1 )
                && [Action_Date] <= DATE ( 2022, 9, 30 ), "FY22",
            [Action_Date] >= DATE ( 2022, 10, 1 )
                && [Action_Date] <= DATE ( 2023, 9, 30 ), "FY23",
            BLANK ()
        ),
        BLANK ()
    )

 

The problem with this formula is that it’s causing an error in the cumulative total of Days_between_Actions, since it excludes certain days from the calculation. The Days_between_Actions column is used to calculate the total number of days to complete a project (e.g., Project A took 24 days to complete [13 + 11 = 24]). The current formula for Fiscal Year calculates Project A as 11 days instead of the correct 24. How can I adjust the formula to ensure the Days_between_Actions column isn't affected?

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Hi  @PBInewbie17 ,

You can consider creating a measure to achieve cumulation:

Measure =
SUMX(
    FILTER(ALLSELECTED('Table'),
    'Table'[Action_Date]<=MAX('Table'[Action_Date])&&'Table'[Project]=MAX('Table'[Project])),[Days_between_Actions])

Result:

vyangliumsft_0-1666319247198.png

 

If you need pbix, please click here.

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
v-yangliu-msft
Community Support
Community Support

Hi  @PBInewbie17 ,

You can consider creating a measure to achieve cumulation:

Measure =
SUMX(
    FILTER(ALLSELECTED('Table'),
    'Table'[Action_Date]<=MAX('Table'[Action_Date])&&'Table'[Project]=MAX('Table'[Project])),[Days_between_Actions])

Result:

vyangliumsft_0-1666319247198.png

 

If you need pbix, please click here.

 

Best Regards,

Liu Yang

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

There is still an issue. When I filter by Fiscal Year, the number of days in the Measure changes. It should remain the same. Please see the screenshot.

PBInewbie17_0-1666820634570.png

 

 

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