Intersect on Temporary Tables

[Dawson16]

Hello, I am trying to create a calculated column in my table that specifies whether the activity occurs during a certain month. For example, I want the calculated column to say "Yes" if the Activity occurs at any point the month before the snapshot date and "No" if not. Snapshots are taken each month of all of the activities, so start and finish dates can vary between them. Here is an example table to show what I'm trying for. 

I figured that a formula like the following would work, but it's not quite right. Does anyone know of a solution to this?

In Date Range? =

var ActListDates=DATESBETWEEN('Date'[Date],Table[Start Date], Table[Finish Date])
var PriorMonthListDates = PREVIOUSMONTH(Table[Snapshot Date])
Return
if(COUNTROWS(INTERSECT(ActListDates, PriorMonthListDates))>=1, "Yes", "No")

[Greg_Deckler · Accepted solution]

@Dawson16 You could do this:

In Date Range? Column = 
  VAR __MonthBeforeSnapshot = EOMONTH([Snapshot Date]),-1)
  VAR __FinishDate = EOMONTH([Snapshot Date],0)
RETURN
  IF(__MonthBeforeSnapshot = __FinishDate,"Yes","No")

[latimeria · Accepted solution]

Hi @Dawson16 ,

The Greg's answr is correct, just try it.

In Date Range? =
VAR MonthStart =
    EOMONTH ( 'Intersect'[Start Date], 0 )
VAR MonthFinish =
    EOMONTH ( 'Intersect'[Finish Date], 0 )
VAR MonthBeforeSnapshot =
    EOMONTH ( 'Intersect'[Snapshot Date], -1 )
RETURN
    IF (
        MonthBeforeSnapshot = MonthStart
            || MonthBeforeSnapshot = MonthFinish,
        "Yes",
        "No"
    )

The idea is to compare end of month for each dates.

[Greg_Deckler · Accepted solution]

@Dawson16 You could do this:

In Date Range? Column = 
  VAR __MonthBeforeSnapshot = EOMONTH([Snapshot Date]),-1)
  VAR __FinishDate = EOMONTH([Snapshot Date],0)
RETURN
  IF(__MonthBeforeSnapshot = __FinishDate,"Yes","No")

[Dawson16]

@Greg_Deckler Thank you for your quick response! Unfortunately, this doesn't solve what I'm going for with this problem. I've attached some better sample data in a screenshot below as well as showed the formula I'm using. The rows I have highlighted yellow are giving improper results since their date ranges do coincide with the month preceding the respective snapshot dates. Please let me know if I can include any further images or data as needed to help clear up this issue.

[latimeria · Accepted solution]

Hi @Dawson16 ,

The Greg's answr is correct, just try it.

In Date Range? =
VAR MonthStart =
    EOMONTH ( 'Intersect'[Start Date], 0 )
VAR MonthFinish =
    EOMONTH ( 'Intersect'[Finish Date], 0 )
VAR MonthBeforeSnapshot =
    EOMONTH ( 'Intersect'[Snapshot Date], -1 )
RETURN
    IF (
        MonthBeforeSnapshot = MonthStart
            || MonthBeforeSnapshot = MonthFinish,
        "Yes",
        "No"
    )

The idea is to compare end of month for each dates.

[Greg_Deckler]

@latimeria You beat me to it!! 🙂

[Dawson16]

Hi @Greg_Deckler and @latimeria, I must not have been following the DAX logic properly in Greg's original answer. I tried the longer formula posted above and it worked perfectly. Thank you both so much for helping me out with this! 🙂

[Dawson16 · Accepted solution]

@Greg_Deckler @latimeria I just realized that the formulas above do not account for middle months if the activity spans more than two months. I believe I have found a solution to cover both instances, so I wanted to post it here for future guidance. 

In Date Range? = 
var ActivityListDates = DATESBETWEEN('Date'[Date],Table[Start Date],Table[Finish Date])
var PriorMonthListDates = DATESBETWEEN('Date'[Date],(EOMONTH(Table[Snapshot Date],-2)+1), EOMONTH(Table[Snapshot Date],-1))
	Return
IF(COUNTROWS(INTERSECT(PriorMonthListDates,ActivityListDates))>=1, "Yes", "No")