Filtering Data with DAX

[Arne_MUC]

Hi all,

I wish to filter data for employees (FTE) for a single month. DAX code as follows:

FTEACT202002:=CALCULATE(
      SUMX('Upload Sheet';[Total FTE]);
      FILTER('Upload Sheet';
       AND([Date of entry]<=DATE(2020;2;1);
        OR(
         ISBLANK([Date employee left]);
        [Date employee left]>=date(2020;2;1))
       )
      ))

Code works properly for almost all data sets, 2 sets show strange data:

DAX code for April is similar to the February measure. Formats of relevant data fields is (of course) the same of all data sets. The only difference which appears to me is, that "date employee left" in a regular case is always end of month despite the 2 strange data sets where it is one within the month and one at the end of February in a leap year.

Thanks for any advice.

Arne

[amitchandak]

The formula seems fine. If possible please share a sample pbix file after removing sensitive information.

We need to April formula to check why it is not working.

Also, Try to use startofmonth(DATE[Date]) in place of date(2020,02,01) and see if works.

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

[Arne_MUC]

@amitchandakThanks for your contribution. Please see April formula as follows:

FTEACT202004:=CALCULATE(
      SUMX('Upload Sheet';[Total FTE]);
      FILTER('Upload Sheet';
       AND([Date of entry]<=DATE(2020;4;1);
        OR(
         ISBLANK([Date employee left]);
        [Date employee left]>=date(2020;4;1))
       )
      ))

Using STARTOFMONTH in the formula doesn't show any change in the result:

FTEACT202002:=CALCULATE(
      SUMX('Upload Sheet';[Total FTE]);
      FILTER('Upload Sheet';
       AND(STARTOFMONTH('Upload Sheet'[Date of entry])<=DATE(2020;2;1);
        OR(
         ISBLANK([Date employee left]);
        STARTOFMONTH('Upload Sheet'[Date employee left])>=date(2020;2;1))
       )
      ))

I cannot use STARTOFMONTH for the right section of the term (DATE(2020;1;1)) since I do not refer to a single date column. However, I use fixed dates (2020/1/1, 2020/2/1...) to filter the data. These measures are used as columns in a result table (as shown in the screenshot above). Any guess why it doesn't work? Thanks in advance.