Sum till business day

[EvertonRosa]

Hi ALL

I need a little help to adjust the following DAX function:

VAR FirstDay = STARTOFMONTH(dCalendar[ID Data])
RETURN

CALCULATE(SUM(fOportunies[total]),
   fOportunies[status] ="open",
   USERELATIONSHIP(dCalendar[ID Data],fOportunies[estimateddate]),
    fOportunies[createdon] <= FirstDay
)

The adjustment that I need to do is change that VAR FirstDay should consider the 5º business day of each month.

I do have on dCalendar table a defined struture to set business day, with 0 for NO and 1 for YES (id date is or not a business day).

[Greg_Deckler]

@EvertonRosa Probably need to ditch STARTOFMONTH and calculate your first day using something like MINX(FILTER(...),...) or CALCULATE(MIN(...),...) Hard to tell you specifically without a representation of your data. But basically filter to the same month and year and businessday = 1 and grab the min value.

This might help in the future: You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[EvertonRosa]

Greg

Here is my dCalendar

Chech column "Dia Útil". In case, i do want to adjust filter/code:

 fOportunies[createdon] <= FirstDay

"Firstday" should sum "Dia Útil" = 5 and get ID Data Value. Do you know how to do it?