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I have one table called 'Disputed_Invoices' and I would like to get only the distinct values of the invoice balance from a specific invoice instead of the grant total of the same invoice. I would like to use a DAX formulat to solve this. No sure if it is possible with time intelligence. I have added a small part of my data set so you can have better visualation.
This is my data model view
and this is my calendar table
It appears that you want a measure that returns the "latest" balance per Invoice Number - is that correct?
Have a read of this DAX Patterns article on semi-additive calculations as it covers this general topic.
The specific example from that article that is similar to yours is
Balance LastDateByCustomerEver
To implement in your model:
1. Make sure your 'Calendar' table is marked as a date table (see here)
2. Create this measure following the pattern from the DAX Patterns article:
Balance LastDateByInvoice =
VAR MaxDate =
MAX ( 'Calendar'[Date] )
VAR MaxBalanceDates =
CALCULATETABLE (
ADDCOLUMNS (
SUMMARIZE ( Dispute_Invoices, Dispute_Invoices[Invoice Number] ),
"@MaxBalanceDate", CALCULATE ( MAX ( Dispute_Invoices[Date] ) )
),
'Calendar'[Date] <= MaxDate
)
VAR MaxBalanceDatesWithLineage =
TREATAS ( MaxBalanceDates, Dispute_Invoices[Invoice Number], 'Calendar'[Date] )
VAR Result =
CALCULATE (
SUM ( Dispute_Invoices[Invoice Balance (Converted)] ),
MaxBalanceDatesWithLineage
)
RETURN
Result
This measure will return the sum the "latest" value of Invoice Balance per invoice, as at the maximum date filtered in the 'Calendar' table.
Does this work for you?
Please post back if needed 🙂
Regards
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