Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Conditional Sum based on dates, custom month input

I see posts like these, but this is beyond my skill level and I hope someone would help me with my case.    I want to create four sums: if transaction date this year then sum if transaction date ...
Need Help
CoreyP's avatar
CoreyP
Solution Sage
2 years ago

I'm not sure I fully understand without seeing some sample data. However, if you create a date dimension table and establish a relationship to the date column on your transaction table, you should just be able to use a simple SUM measure on the value column.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

CoreyP  thanks a lot, this is a sample data.  Imanaged to use measures and sum up the valued if between certain dates, but my question is, where it says Aug22 and 23, the dates are hardcoded, so datesbetween 0801 and 0831. How can I create a button or something which would be input to that? e.g. I select April and these dates get recalculated for the month I selected?

I hope it makes sense

  • CoreyP's avatar
    CoreyP
    Solution Sage
    2 years ago

    Please share what your raw data looks like. 

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      CoreyP  It is something like the following, a standard tabular

       

      • CoreyP's avatar
        CoreyP
        Solution Sage
        2 years ago

        Anonymous , 
        Okay, yeah. So, create a date dimension table and set up the relationship to your created date column. Then create measures to sum whichever value column(s) you want. Then when you build your visuals, you can apply the date hierarchy for whatever granularity you wish.