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JP08
New Member

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 DateAmount
01-Jan-20231000
01-Feb-2023500
01-Apr-20232000

 

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

Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Total
100050002000000

3500

 

If I select period Feb-23 report will show

Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Total
0500020000002500

 

Can anyone help use to create measure for this requirement?

 

Regards,

JP

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

Hi @JP08 ,

Please try below steps:

1. below is my test table

Table:

vbinbinyumsft_0-1686206249404.png

Table2:

vbinbinyumsft_1-1686206279857.png

 

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

Animation04.gif

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.

View solution in original post

1 REPLY 1
v-binbinyu-msft
Community Support
Community Support

Hi @JP08 ,

Please try below steps:

1. below is my test table

Table:

vbinbinyumsft_0-1686206249404.png

Table2:

vbinbinyumsft_1-1686206279857.png

 

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

Animation04.gif

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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