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JMB82's avatar
JMB82
Frequent Visitor
7 years ago
Solved

Calculating Past Active Matters

Hello,

 

Needing some help. I am trying to determine the amount of past active matters. What I mean by past active matters is matters that were open in previous fiscal years and not yet been resolved. In my data set I have an Open Date and Resolution Date, so for Past Active, the open date would need to be prior to the selected fiscal year and the resolution date would need to be blank.

 

Thanks!

3 Replies

  • v-cherch-msft's avatar
    v-cherch-msft
    Microsoft Employee

    Hi JMB82 

    You may create a slicer table to select the year.Then create a measure like below.Attached sample file for your reference.

    Measure =
    CALCULATE (
        SUM ( Table1[Amount] ),
        FILTER (
            ALL ( Table1 ),
            Table1[Year]
                = SELECTEDVALUE ( 'Table'[Year] ) - 1
                && Table1[Resolution Date] = BLANK ()
        )
    )
    

    Regards,

    • JMB82's avatar
      JMB82
      Frequent Visitor

      Thanks for your response Cherie Chen. Not quite exactly what I need. Here is what my data looks like and what I have written so far.  The formula below isn't correct, it just brings back 1 number for all the years.

       

      Matter list

       

      Dates Table

       

       

      FYPastActiveMatters = CALCULATE(

          DISTINCTCOUNT('�All Matters FY'[Matter #]),

          FILTER (

              ALL ( 'Dates'[Date] ), Year(Dates[Date] ) <= MAX ('Dates'[FYKEY] )), ISBLANK('�All Matters FY'[Resolution Date]))