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Helper III

Measure revenue before a date set by a slicer

Hi,

I am trying to get revenue sums displayed as to how they were before a certain date. Users should be able to use a slicer and select manually the date they want to analyze.

To do so, I created a slicer with my date table and chose the option "before". I also connected the date table to my fact table.

After that, I wrote the following measure:

Max Test Revenue =

VAR _selecteddate= MAX(Datetable[Date])
return
CALCULATE('Opportunity History'[Test sum revenue], FILTER('Opportunity History',_selecteddate))

This measure stays as a blank.

I also tried writing it with treatas:

VAR _selecteddate= MAX(Datetable[Date])
return

CALCULATE(Opportunity History'[Test sum revenue], TREATAS({_selecteddate},Datetable[Date]))

When using the latter, I see absolutely no changes when selecting different dates in the slicer.

Any idea how I can solve this?

1 ACCEPTED SOLUTION
Super User

@Berl21 Try:

``````Max Test Revenue =
VAR _selecteddate= MAX(Datetable[Date])
return
SUMX(FILTER(ALL('Opportunity History'),'Opportunity History'[Date] <= _selecteddate),'Opportunity History'[Test sum revenue])``````

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
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Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...
Super User

@Berl21 Try:

``````Max Test Revenue =
VAR _selecteddate= MAX(Datetable[Date])
return
SUMX(FILTER(ALL('Opportunity History'),'Opportunity History'[Date] <= _selecteddate),'Opportunity History'[Test sum revenue])``````

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

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