How to remove data from future dates in a cumulative calculation

[pnm_100]

Hi All,

I have an S-Curve graph and I am trying to remove the data in the future dates of the cumulative line in the graph. 

This is a picture of the s-curve graph.

For the cumulative line, I used two formulas: one to calculate the count of the Actuals and another to calculate the cumulative count. See formulas below:

1. 

Count Actual = CALCULATE(COUNT(Catalogue[Actual Completion Date]), USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]))

2.

**bleep** Count Actual = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date])))

The calendar table plan is where I am getting the dates and it is connected to my main table. I have to use USERELATIONSHIP to make it work.

I am thining this is something simple, but I cannot figure it out even after reading various forum entries. Any help is greatly appreciated!

[tamerj1]

Hi @pnm_100 
Pleasr try

Count Actual =
IF (
    NOT ISEMPTY ( Catalogue ),
    CALCULATE (
        [Count Actual],
        USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ),
        FILTER (
            ALL ( 'Calendar Table Plan' ),
            'Calendar Table Plan'[Planned Date]
                <= MAX ( 'Calendar Table Plan'[Planned Date] )
        )
    )
)

[pnm_100]

Hey tamerj1, thanks for the reply but unfortunatly I could get it to work. I attached a table of how the data should look and how it looks when I input your formula:

This is the original:

This is what happens with your formula:

I feel as though it should be an IF with the date column, but the IF statement will not let me use the Calendar table.

[tamerj1]

@pnm_100 
Please try

**bleep** Count Actual =
IF (
    NOT ISBLANK ( [Count Actual] ),
    CALCULATE (
        [Count Actual],
        USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ),
        FILTER (
            ALL ( 'Calendar Table Plan' ),
            'Calendar Table Plan'[Planned Date]
                <= MAX ( 'Calendar Table Plan'[Planned Date] )
        )
    )
)

[pnm_100]

So that worked, but the issue I have now is the Count Actual has a blank value in 2020-Q2, see below:

So there is now a break in the line in the graph. How do I fix the Count Actual to be zero if it is blank? Thanks!

[tamerj1]

@pnm_100 
Would you please try the following. Whatever the result would be, please share the dax for [Count Actual], that will provide some insights about your data model.

Cumm. Count Actual =
CALCULATE (
    [Count Actual],
    USERELATIONSHIP ( 'Calendar Table Plan'[Planned Date], Catalogue[Actual Completion Date] ),
    FILTER (
        ALL ( 'Calendar Table Plan' ),
        'Calendar Table Plan'[Planned Date] <= MAX ( Catalogue[Actual Completion Date] )
    )
)

[pnm_100]

Hey, sorry I did share the Count Actual formula in my first post, but I didn't realive the other formula has a "bleep" in front of it lol. The bleep is supposed to be Cumulative, and I had the first three letters of the word to shorten it. Guess that is a swear word here.

Here is the formulas again:

Count Actual = CALCULATE(COUNT(Catalogue[Actual Completion Date]),USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]))

Cumulative Count Actual = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date])))

The formula you provided is the same as my cumulative. Thanks

[pnm_100 · Accepted solution]

Thanks for the help, but I finally found a solution. 

Change the Cumulative Count Actual to:

Cumm Count Actual = VAR CumCountAct = CALCULATE([Count Actual],USERELATIONSHIP('Calendar Table Plan'[Planned Date],Catalogue[Actual Completion Date]), FILTER(ALL('Calendar Table Plan'),'Calendar Table Plan'[Planned Date]<=MAX('Calendar Table Plan'[Planned Date]))) RETURN IF(MAX('Calendar Table Plan'[Planned Date]) <= TODAY(),CumCountAct,BLANK())