Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Learn from the best! Meet the four finalists headed to the FINALS of the Power BI Dataviz World Championships! Register now

Reply
Jkaelin
Resolver I
Resolver I

Calculate Difference Between two date columns

Good morning,

 

I have a timeline/slicer; and seeking to sum the "Invoice Amount" based on this criteria:

          If the date selected is "5/30/2018", then....

  •                 sum everything before "5/30/2018" on 'Transaction Date'
  •                 AND
  •                 everything after "5/30/2018" on the 'Payment Date'.

 

This will provide me a dynamic revolving accounts receivable balance calculation.  The cells in yellow is what I'm needing calculated based on the criteria.  Any help would be greatly appreciated.  I have tried the "inactive relationship / userrelationship" techniques which didn't work and then I tried multiple date tables with calculate but couldn't get it to work.  

 

Thank you & kindly - James

 

Goal is to return value in red cell.Goal is to return value in red cell.

1 ACCEPTED SOLUTION
Jkaelin
Resolver I
Resolver I

@Jkaelin

 

I didn't get no love on this response, but after 3 hours, I figured it out.  Although not most optimal solution and even performance hungry, it works for now.  If anyone can find a better solution, I would be very interested.  Thank you!

 

Total Invoice Ex-Discount By TransDate Before Date Selected  = /// This is a basic cumulative total pattern
CALCULATE (
    SUM ('A/R Data'[Invoice Ex Discount] ),
    FILTER (
        all('Transaction Date'),
        'Transaction Date'[Transaction Date] <= MAX('Transaction Date'[Transaction Date])))

 

Total Invoice Ex-Discount by PayDate before Date Selected  = ///Allows slicer filter to apply while using another relationship
CALCULATE (
    SUM ('A/R Data'[Invoice Ex Discount] ),USERELATIONSHIP('Payment Date'[Payment Date],'A/R Data'[Payment Date]),
    FILTER (
        all('Transaction Date'),'Transaction Date'[Transaction Date]<=[Date Select]),FILTER('Payment Date','Payment Date'[Payment Date]<=[Date Select]))

View solution in original post

1 REPLY 1
Jkaelin
Resolver I
Resolver I

@Jkaelin

 

I didn't get no love on this response, but after 3 hours, I figured it out.  Although not most optimal solution and even performance hungry, it works for now.  If anyone can find a better solution, I would be very interested.  Thank you!

 

Total Invoice Ex-Discount By TransDate Before Date Selected  = /// This is a basic cumulative total pattern
CALCULATE (
    SUM ('A/R Data'[Invoice Ex Discount] ),
    FILTER (
        all('Transaction Date'),
        'Transaction Date'[Transaction Date] <= MAX('Transaction Date'[Transaction Date])))

 

Total Invoice Ex-Discount by PayDate before Date Selected  = ///Allows slicer filter to apply while using another relationship
CALCULATE (
    SUM ('A/R Data'[Invoice Ex Discount] ),USERELATIONSHIP('Payment Date'[Payment Date],'A/R Data'[Payment Date]),
    FILTER (
        all('Transaction Date'),'Transaction Date'[Transaction Date]<=[Date Select]),FILTER('Payment Date','Payment Date'[Payment Date]<=[Date Select]))

Helpful resources

Announcements
Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

March Power BI Update Carousel

Power BI Community Update - March 2026

Check out the March 2026 Power BI update to learn about new features.