Need help with trying to exclude certain data past a particular date

[ljcrwfr1]

I have a data set of CPT Procedure codes and I am looking to get the sum of their units but I want to exclude codes that contain 0503 after July 1, 2023. 

I tried using a cobination of dax formulas and I tried this formula but I dont think I used it correctly.

Measure =

CALCULATE(SUM('Appended Raw Data'[chg units sum]),

KEEPFILTERS( NOT 'Appended Raw Data'[proccode] =0503), 'Calendar'[Date] < DATE(2023,7,1))

[qqqqqwwwweeerrr · Accepted solution]

Hi @ljcrwfr1 

If you could provide sample data that would be more handy for solving the problem. Here is my solution 

you can try this measure:
CALCULATE( SUM('Appended Raw Data'[chg units sum]), FILTER( 'Appended Raw Data', LEFT('Appended Raw Data'[proccode], 4) <> "0503" || 'Calendar'[Date] <= DATE(2023, 7, 1) ) )

this should work

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Regards

[ljcrwfr1]

This worked! Thanks a million