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

Helper I

## Filter is Excluding Days Needed in Cumulative Total

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

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
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:

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

2 REPLIES 2
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:

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

Helper I

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.

## Helpful resources

Announcements

#### Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

#### Power BI Monthly Update - August 2024

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

#### Fabric Community Update - August 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors