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mahra-in
Helper II
Helper II

Calculate value between two dates if date falls between two dates in another table

Hi

 

I need your help in calculating the sum of values if the date of that table falls in between two dates from another table

 

Table 1: Spend

 

SupplierCategoryValuePO Date
ABBMotors20006-May-17
SiemensDrives15001-Apr-17
GECable130015-Dec-17
ABBMotors100018-Aug-17
SiemensCable120015-Nov-17

 

Table 2: Contract

 

SupplierCategoryEffective DateEnd Date
ABBMotors1/1/201730-Jun-17
SiemensDrives1/1/20171-Oct-17
GECable1/1/201731-Oct-17

 

Now I want result as 

 

ABB2000
Siemens1500


Since ABB has 2 PO's but only 1 PO falls between the dates from Table 2 similarly Siemens has 2 PO's but only 1 falls between Table 2 dates , GE has only 1 PO and it doesnot falls between the date.

 

Also the remaining supplier TECO doesnot covered under any contract hence not considered

 

Please help

 

 

 

 

 

 

 

 

 

1 ACCEPTED SOLUTION
ChandeepChhabra
Impactful Individual
Impactful Individual

Hi, You can download the solution excel (powerpivot)

 

A few things that I have done

 

  1. I have created a relationship between Client Name between Spend and Contract Table, assuming that the client name will not be duplicated in the Contract Table
  2. Then I have written the following measure

 

Spend Between Dates = CALCULATE(SUM(Spend[Value]),FILTER(Spend,Spend[PO Date]>=RELATED(Contract[Effective Date])&&Spend[PO Date]<=RELATED(Contract[End Date])))

 

Snapshot of the result

 

Sum between dates.PNG

 

 

View solution in original post

3 REPLIES 3
ChandeepChhabra
Impactful Individual
Impactful Individual

Hi, You can download the solution excel (powerpivot)

 

A few things that I have done

 

  1. I have created a relationship between Client Name between Spend and Contract Table, assuming that the client name will not be duplicated in the Contract Table
  2. Then I have written the following measure

 

Spend Between Dates = CALCULATE(SUM(Spend[Value]),FILTER(Spend,Spend[PO Date]>=RELATED(Contract[Effective Date])&&Spend[PO Date]<=RELATED(Contract[End Date])))

 

Snapshot of the result

 

Sum between dates.PNG

 

 

Anonymous
Not applicable

Hi! Could you tell me please what should I do if between theese two tables is another one? This table keep all information about client account. Relationships is created by "account id".

Anushka
New Member

Hi,

 

You need to have a relationship beween the two tables to achieve this. (Better if you have numeric column rather than creating relationship between supplier columns.)

 

Then you can create a calculated column in Spend table , something like below.

 

ValueSpent= IF([PO Date] > RELATED(Contract[EffectiveDate].[Date]) && [Date] < RELATED(Contract[EndDate]), Spend[Value] , 0) 

 

Finally, get the sum of the newly created column. 

 

Hope this helps

 

 

Thanks

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