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Hi All,
I am new to Power BI and I am having trouble creating a desired functionality. I need to display a measure based on an 'as of date'. I do most of my work in Tableau and in there I would normally just create a date parameter, then write a calculation like "IF [Received_Date] > [Date Parameter] THEN IFNULL(Revenue, 0)* 0 END". This gives my client the ability to choose a date and see a snapshot of the Revenue recevied as of that date.
I have tried to create an independent date table but it won't let me reference that data column since it is in a different table.
Any suggestions on how I can create an independent date parameter?
Thanks!
@jevans8231 so if i understand you correctly you want to select a date from the slicer and the revenue get returned for that date?
have you linked your date table to your transactional table?
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Below is an example of how the source data can look from one day to the next, the cash column updates as payments come in and my client is concerned with the Difference column. I need to create a calulation that lets my client choose a date and see what the cash column looked like on that date. For example if it was January 7th and my client wanted to see the data as of January 3rd the calculation would change rows 4 and 5 (in the Cash column only) to zero to show that we had a Difference of 598 as of January 3rd.
I've tried using a date slicer but that filters out the whole row not just the cash column.
@jevans8231 can i assume you have a snapshot date in addition to what you showing below? so you take a snapshot of the data everyday? and you use that date it see what it was on the 5 vs the 7th?
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The data source updates the existing rows when Cash comes in, so if I choose the 5th, any rows with a date after the 5th need to be multiplied by zero.
It is a very simple calculation in tableau, essentially all I need to do is say if the date in my data source is greater than the date chosen, then multiply the cash column times zero. I just can't figure out how to create an independent date parameter
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