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Sunila
Helper I
Helper I

Require a DAX measure for capturing transactions based on dynamic user date selection

I have a vendor transaction table and trying to select only those transactions where Transaction date (VendTrans.TransDate) is equal or less then the user selected date(lets call it Selected Bal Date).

Once this condition met, need to check if those transactions are settled or not:

  - if it is settled(LastSettlementdate is not null) we need to further add the condition based on when it was settled:

  • If the settlement date (VendTrans. SettlementTransDate) is lower then the Selected Bal Date , we need to consider the whole amount (VendTrans.AmountMST)
  • If the settlement date (VendTrans. SettlementTransDate) is higher or equal then Selected Bal Date, we need to subtract the settle amount from the total amount (VendTrans.AmountMST- VendSettlement.SettleAmountMST).                                        The sum of the transactions obtained  with the above query  gives us the Amount Due Balance.

    Could someone assist in creating a DAX measure ( not column) for the above condition?

2 REPLIES 2
some_bih
Super User
Super User

Hi @Sunila if possible, provide file with data and expected output for example





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Thank you.@some_bih 

 

 I have managed to create the DAX and it seems to be working now.

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