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How to calculate amount from the filter month and all future month in the filter year?

I have requirement to show sale amount from current filter date and year until the last month of the year.

 Start Date Amount 01-Jan-2023 1000 01-Feb-2023 500 01-Apr-2023 2000

From the table, the requirement is If I select period Jan-23 report will show

 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Total 1000 500 0 2000 0 0 0 3500

If I select period Feb-23 report will show

 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Total 0 500 0 2000 0 0 0 2500

Can anyone help use to create measure for this requirement?

Regards,

JP

1 ACCEPTED SOLUTION
Community Support

Hi @JP08 ,

Please try below steps:

1. below is my test table

Table:

Table2:

2. cretae a  measure with below dax formula

``````Measure =
VAR _sd =
SELECTEDVALUE ( 'Table'[Start Date] )
VAR _a =
SELECTEDVALUE ( 'Table 2'[Date] )
VAR _val =
CALCULATE ( MAX ( 'Table'[Amount] ), 'Table'[Start Date] = _a )
VAR _val1 =
IF ( ISBLANK ( _val ), 0, _val )
VAR _b =
FILTER ( ALL ( 'Table' ), [Start Date] >= _sd )
RETURN
IF (
ISFILTERED ( 'Table 2'[Date] ),
IF ( _a < _sd, 0, _val1 ),
SUMX ( _b, [Amount] )
)
``````

3. add a slicer with Table field, add a matrix with Table2 field and measure

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Community Support

Hi @JP08 ,

Please try below steps:

1. below is my test table

Table:

Table2:

2. cretae a  measure with below dax formula

``````Measure =
VAR _sd =
SELECTEDVALUE ( 'Table'[Start Date] )
VAR _a =
SELECTEDVALUE ( 'Table 2'[Date] )
VAR _val =
CALCULATE ( MAX ( 'Table'[Amount] ), 'Table'[Start Date] = _a )
VAR _val1 =
IF ( ISBLANK ( _val ), 0, _val )
VAR _b =
FILTER ( ALL ( 'Table' ), [Start Date] >= _sd )
RETURN
IF (
ISFILTERED ( 'Table 2'[Date] ),
IF ( _a < _sd, 0, _val1 ),
SUMX ( _b, [Amount] )
)
``````

3. add a slicer with Table field, add a matrix with Table2 field and measure

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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