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Measure to determine if item is within 5 year / 10 year periods

Hi all, 

 

Struggling with some date work based on years against TODAY and a static date. I have never used calendars and Im wondering if this is what I need. 

 

I have a table of components which have a column called PRIORTY DATE, this column has both past and future dates, I want to concentrate on the past dates. The components are considered as overdue if the PRIOROTY DATE is before TODAY, however I need to be able to determine HOW overdue they are and split them into one of 3 categories. 

 

Overdue within 5 years (from TODAY)

Overdue between 5 years & 10 years (from TODAY)

Overdue over 10 years (from TODAY).

 

Example data 

 

One is under 5 years overdue 

One is between 5 & 6 years overdue 

One is over 10 years overdue 

 

component_refpriority_dateOverdue_Current
57338412/10/1996Overdue
26010819/02/2016Overdue
26032619/02/2018Overdue

 

Any suggestions on either a column or a measure most welcome 😁

 

Thanks! 

 

 

2 ACCEPTED SOLUTIONS
Anonymous
Not applicable

@Googlecanthelp 

Please find the solution below using measure:

shwetadalal_0-1646661256837.png

 

Dax Measure:

 

OverdueCurent =
VAR datedifference =
DATEDIFF ( SELECTEDVALUE ( Data[priority_date] ), TODAY (), YEAR )
VAR diff =
IF (
datedifference <= 5,
"Under 5 years",
IF (
datedifference > 5
&& datedifference <= 10,
"Between 5-10 years",
IF ( datedifference > 10, "Over 10 years", BLANK () )
)
)
RETURN
diff
 
 
Please accept it as a solution if it matches your requirement🙂

View solution in original post

Anonymous
Not applicable

Hi @Googlecanthelp ,

 

Please check the measure.

Measure = 
var _5year = EDATE(TODAY(),-60)
var _10year = EDATE(TODAY(),-120)
var _prio = SELECTEDVALUE('Table'[priority_date])
return
SWITCH(TRUE(),
_prio<TODAY()&&_prio>=_5year,"Overdue within 5 years",
_prio<_5year&&_prio>=_10year,"Overdue between 5 years & 10 years",
_prio<_10year,"Overdue over 10 years")

1.jpg

 

Best Regards,

Jay

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi @Googlecanthelp ,

 

Please check the measure.

Measure = 
var _5year = EDATE(TODAY(),-60)
var _10year = EDATE(TODAY(),-120)
var _prio = SELECTEDVALUE('Table'[priority_date])
return
SWITCH(TRUE(),
_prio<TODAY()&&_prio>=_5year,"Overdue within 5 years",
_prio<_5year&&_prio>=_10year,"Overdue between 5 years & 10 years",
_prio<_10year,"Overdue over 10 years")

1.jpg

 

Best Regards,

Jay

Anonymous
Not applicable

@Googlecanthelp 

Please find the solution below using measure:

shwetadalal_0-1646661256837.png

 

Dax Measure:

 

OverdueCurent =
VAR datedifference =
DATEDIFF ( SELECTEDVALUE ( Data[priority_date] ), TODAY (), YEAR )
VAR diff =
IF (
datedifference <= 5,
"Under 5 years",
IF (
datedifference > 5
&& datedifference <= 10,
"Between 5-10 years",
IF ( datedifference > 10, "Over 10 years", BLANK () )
)
)
RETURN
diff
 
 
Please accept it as a solution if it matches your requirement🙂

Thank you @Anonymous this worked a treat 🙂 

Jihwan_Kim
Super User
Super User

Hi,

Please check the below picture and the attached pbix file.

One of ways to solve this is to create a helper table, like Overdue Table in a model, and create a measure.

 

Picture1.png

 

Overdue_current: =
IF (
HASONEVALUE ( Data[component_ref] ),
CALCULATE (
VALUES ( Overdue[Overdue] ),
FILTER (
Overdue,
( TODAY () - MAX ( Data[priority_date] ) ) / 365.25 >= Overdue[Min]
&& ( TODAY () - MAX ( Data[priority_date] ) ) / 365.25 < Overdue[Max]
)
)
)


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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