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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]))

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