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Anonymous
Not applicable

Measure for acumulated values in a pay date

Hi,

 

I have a sales table that shows the day that a client will pay for a product that he/she has bought. I want to build a graphic using a measure that shows the total amount that I will receive in the next month, the next two month, and so on.

 

The challenge is that it's necessary to show acumulated values, for instance, If I will receveive $100 in may and another 100$ in june, the value showed in june must be $200 ($100 from may + $100 from june).

 

How can I do a measure for that?

2 REPLIES 2
PaulOlding
Solution Sage
Solution Sage

Working with this fake data:

PaulOlding_0-1620638749886.png

the model looks like this:

PaulOlding_1-1620638799134.png

You could have a new measure called Future Due Amount

Future Due Amount =
VAR _Tomorrow = TODAY() + 1
VAR _CurrentPeriod = MAX('Payment Date'[Date])
VAR _Result =
CALCULATE(
      SUM(Sales[Amount]),
      DATESBETWEEN('Payment Date'[Date], _Tomorrow, _CurrentPeriod)
)
RETURN
_Result
 
Report looks like this:
PaulOlding_2-1620638981100.png

 

amitchandak
Super User
Super User

@Anonymous , You need for duration or overall ?

with help from date table.

 

example

last 2 months

Rolling 2 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max('Date'[Date]),-2,MONTH))

 

Selected range

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(allselected(date),date[date] <=max(date[Date])))

 

All

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(all(date),date[date] <=max(date[Date])))

 

YTD

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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