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My current formula aggregates everything when two identical ids are included in the date range selected:
Total Amount =
CALCULATE(
SUM('Amounts'[Amount]),
USERELATIONSHIP(Date[CalendarDate],'Amounts'[Date])
)
Sample dataset:
Id | Date | Status | Amount |
100051 | 01/02/2023 | Submitted | 5000 |
100051 | 28/02/2023 | Registered | 2000 |
100052 | 26/02/2024 | Registered | 300 |
100052 | 28/02/2024 | Submitted | 5000 |
100053 | 15/02/2024 | Registered | 1000 |
100054 | 16/01/2024 | Registered | 2500 |
100055 | 16/02/2024 | Registered | 1600 |
100056 | 24/02/2024 | Registered | 800 |
100057 | 10/01/2024 | Registered | 900 |
The objective or output needed is to aggregate only distinct ids based on latest status and date range selected but still need to display all of the rows. For example I filter data from 01/02/2023 to 10/02/2023. It should sum the values for this date range including the 01/02/2023 entry for Id 100051. Would that be possible? Just the total values we need to have corrected.
Keep the tables disconnected. Read about TREATAS, and then use it with the VALUES from your date slicer to filter your fact table.
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