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philtab
Frequent Visitor

Add 3 Month to MIN Date

Hi all,

 

I have an issue with my DAX formula. 

I want to compare to dates in a matrix using a dates filter (Quarters and Year):Quarters.png

 I almost solved this by using the following two formulas.

First date (e.g. Q1 2017):

Min_Value = CALCULATE(SUM('Totals'[Value])|FILTER(ALL('Date'[Date])|'Date'[Date] <= MIN('Date'[Date])))

Second date (e.g. Q1 2018):

Max_Value = CALCULATE(SUM('Totals'[Value])|DATESYTD('Date'[Date]))

 

 

But with the formula for the first date I have the issue that I get the values for the beginning of the quarter but I want to have the values for the end of the quarter. 

If I add 90 days to the MIN Date I get roughly what I am looking for but of course this isn't accurate:

Min_Value = CALCULATE(SUM('Totals'[Value])|FILTER(ALL('Date'[Date])|'Date'[Date] <= MIN('Date'[Date])+90))

 

Is there a way that I can add 3 month to the MIN date which would give me the accurate result?

 

Many thanks in advance.

 

Philip

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

 

Not sure of what you want but try this

 

Min_value = CALCULATE(SUM('Totals'[Value]),DATESBETWEEN('Date'[Date],EDATE(MIN('Date'[Date]),3),EDATE(MIN('Date'[Date]),3)))

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

 

Not sure of what you want but try this

 

Min_value = CALCULATE(SUM('Totals'[Value]),DATESBETWEEN('Date'[Date],EDATE(MIN('Date'[Date]),3),EDATE(MIN('Date'[Date]),3)))

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks a lot! That solved my problem!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
MattAllington
Community Champion
Community Champion

I’m not 100% clear what you are trying to do.  The trick with these things is to have an ID column for the granularity you are trying to time shift. So if you want to time shift months, then create a unique month ID. Have a read of my article here for a more complete explanation. https://exceleratorbi.com.au/dax-time-intelligence-beginners/



* Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI.
I will not give you bad advice, even if you unknowingly ask for it.

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