Best way to filter on 2 dates?

[shinney]

Hello,

I'm trying to do my best to filter on 2 sets of Years, but having a hard time with the dax. Not sure if this is a CALCULATE, or FILTER? Essentially, I want to have it so when the Year filter is 2022, it will filter for both YearID = 2022 & BudgetYear = 2022.

In the example below, when Year = 2022, only Project A & Project F should show.

when Year = 2021, Project C & Project D should show

when Year = 2020, nothing should show, etc

YearID	BudgetYear	Title
2022	2022	Project A
2022	2021	Project B
2021	2021	Project C
2021	2021	Project D
2020	2021	Project E
2022	2022	Project F
2022	2023	Project G

Thanks!

[Ashish_Mathur]

Hi,

This is the approach you should follow.  Create calculated column formulas to make 2 date columns (YearID_Date and BedgetYear_Date) from the Year columns you have (the date could be day 1 and month 1 of those years).  Create a Calendar Table and write a calculated column formula to extract Year.  Create a relationship (Many to One and Single) from the YearID_Date column to the Date column of the Calendar Table.  Create a Table/matrix visual and drag Title there.  Create a Year slicer from the Calendar Table and select 2022.  Write this measure

Measure = calculate(countrows(Data),filter(Data,Data[YearID_date]=Data[BudgetYear_Date]))

Hope this helps.

[v-shex-msft]

HI @shinney,

It sounds like you want to achieve the custom filter effect.

For this scenario, I'd like to suggest you write a measure formula to compare current value and both two fields value and return flag. Then you can use this formula on visual level filter to filter records.

Applying a measure filter in Power BI - SQLBI

Using the SELECTEDVALUE function in DAX - SQLBI

Regards,

Xiaoxin Sheng

[shinney]

Hi Xiaoxin,

Thanks for the reply. I'm still not really understanding how SELECTEDVALUE here would apply. Also, what do you mean by the return flag? None of the DAX measures I've tried remotely works