Forum Discussion
Build a column based on a date filter from another table
Hi
I have a table of milestones:
Year Start Date End Date Q1 Q2 Q3 Q4
2018 01/10/2017 31/09/2018 01/10/2017 01/01/2018 01/04/2018 01/07/2018
2019 01/10/2018 31/09/2019 01/10/2018 01/01/2019 01/04/2019 01/07/2019
....
I also have a table of invoices:
Date Amount
01/11/2017 20.87
01/12/2017 32.31
...
I wanted to add columns to the financial milestones table to sum all of the invoices in that period... I'm using the following instruction:
Invoices in Q1 = CALCULATE(SUMX(FILTER('Invoices',
AND('Invoices'[Invoice Date] >= 'Milestones'[Start Date], 'Invoices'[Invoice Date] < 'Milestones'[Q1])),
'Invoices'[Amount]))
However I keep getting the error:
Column 'Start Date', 'Q1' cannot be found or may not be used in this expression.
I'm struggling to understand why it can't find the columns - is it because I'm operating on the invoices table in the filter?
I guess I'm doing this incorrectly, any help would be gratefully received!
Perfect, Many thanks!
3 Replies
Hi FrankMcQ
try
Invoices in Q1 = CALCULATE(SUMX(FILTER('Invoices', AND('Invoices'[Invoice Date] >= SELECTEDVALUE('Milestones'[Start Date]), 'Invoices'[Invoice Date] < SELECTEDVALUE('Milestones'[Q1]))), 'Invoices'[Amount]))i think the problem occurs because DAX doesnt understand what exactly Milestone rows should be compared inside Invoices aggregations
do not hesitate to give a kudo to useful posts and mark solutions as solution
Perfect, Many thanks!
These calculations will for the column, not for the measure. For measure is expects a single value. This means you have to take a min or max of another table.
Not sure why you creating a table like this you can use a calendar in powerbi to do this is a much better manner.
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://docs.microsoft.com/en-us/dax/time-intelligence-functions-dax
https://www.sqlbi.com/articles/time-intelligence-in-power-bi-desktop/
