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BaronSdG
Helper V
Helper V

Compute delta of values in the same column depending on two category columns

Hi all,

 

I have a table with the following 3 relevant columns:

  • Start date
  • Maturity Date
  • Amount value

 

My goal is to create the following visual, where for each time period (month, year) I show the Start date amount minus Maturity date Amount (e.g. for 10 January I will have let's say 2 rows with Start date = 10 January and 4 other rows with Maturity date = 10 January. I want the delta of the amount of these 6 rows such as (sum of the 2 Start date rows amount) - (sum of the 4 Maturity date rows amount).

 

BaronSdG_1-1643136999723.png

For now, I solved by duplicating the fact table and connecting both of them to the calendario table with the different dates (one is connected with Starts, other with Maturity). See below  

BaronSdG_2-1643137351923.png

 

The issue is that if I want to add new data, I have to add such data to both the original fact table and the duplicate table

 

Does anyone have a solution to have the same result but without duplicating the fact table?

 

Thanks

 

Stefano

1 REPLY 1
amitchandak
Super User
Super User

@BaronSdG , You need to create a common date table. Join it with both dates. One join will be inactive that you need to activate using userelationship 

 

Assume start date is active, then ,measure is

sum(Table[Amount value])

 

and  Maturity Date is inactive

calculate(sum(Table[Amount value]) , USERELATIONSHIP ('Date'[date], Table[Maturity Date]))

 

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in...

 

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