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brookesmoore
Frequent Visitor

Calculate Sum of a column before a specific date

Hello,

 

I am trying to create a measure that calculates the sum of a column before a specific date.

 

Sample Data:

 

RevenueDate

$500

1/5/2023
$10001/20/2023
$2502/3/2023
$2002/6/2023

 

I would like the measure to calculate the sum of the Revenue column up to 1/31/2023. I will then create a 2nd measure for the sum of revenue from 2/1/2023 and on.

 

I tried using the formulas below but end up with "Blank" in my card visual

 

=CALCULATE(SUM('Table1'[Revenue]), 'Table1'[Date] <= 1/31/2023))

 

=CALCULATE(SUM('Table1'[Revenue]), FILTER(ALL('Table1'), 'Table1'[Date] <= 1/31/2023))

 

Any help is appreciated. Thanks!

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@brookesmoore Try:

SUMX(FILTER(ALLSELECTED('Table1'), 'Table1'[Date] <= DATE(2023,1,31)),[Revenue])

@ me in replies or I'll lose your thread!!!
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DAX is easy, CALCULATE makes DAX hard...

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2 REPLIES 2
Greg_Deckler
Super User
Super User

@brookesmoore Try:

SUMX(FILTER(ALLSELECTED('Table1'), 'Table1'[Date] <= DATE(2023,1,31)),[Revenue])

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Perfect. I used the DATE function with my previous formulas which worked, but was not allowing me to filter with a slicer on the page. I tried your formula and its working with the slicers now. Thank you thank you!

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