Count based on Min / Max Date by Quarter

[Anonymous]

So I have two measures that calculate the min and max date by quarter. These measures reside within what's basically a calendar table. When I add the quarter field, I can add the min / max dates to the table visualization without any issues. But now I'm trying to create another measure that counts the number of records based on that min and max date within that quarter. 

I've tried numerous things, but most recently: 

CALCULATE(Count(Salesforce[Id]), FILTER(CalendarTable,CalendarTable[FILE_DATE] = [MinFileDate]))

To no avail. I realize this probably has to do with some row-level context, but I can't seem to figure out the solution. The result right now is a count of all IDS by the entire Quarter (the first column in the table), but it's ignoring the MinFileDate filter. I think that's because at the row level all dates are the MinFileDate, but I need to "break out" of that to be MinFileDate by the Quarter itself. 

I need the Count of all IDs by Quarter AND on the minimum file date. 

Any help/thoughts would be appreciated. Thanks.

Jonathan 

[Anonymous]

Hi @Anonymous,

I'd like to suggest you use maxx or minx function to get the minfiledate/maxfiledate per quarter.

Sample:

Count of MinFileDate= 
var minDate= MINX(FILTER(ALL(Salesforce),[Date].[QuarterNo]=MAX([Date].[QuarterNo])&&[Date].[Year]=MAX([Date].[Year])),[Date])
return
CALCULATE(Count(Salesforce[Id]), FILTER(CalendarTable,CalendarTable[FILE_DATE] = minDate))


Count of MaxFileDate= 
var MaxDate= MAXX(FILTER(ALL(Salesforce),[Date].[QuarterNo]=MAX([Date].[QuarterNo])&&[Date].[Year]=MAX([Date].[Year])),[Date])
return
CALCULATE(Count(Salesforce[Id]), FILTER(CalendarTable,CalendarTable[FILE_DATE] = MaxDate))

Regards,

Xiaoxin Sheng

[Anonymous · Accepted solution]

@Anonymous, @dkay84_PowerBI,

Thanks for both of your responses. I ended up going a different route. @Anonymous, I could never get your example to work properly. 

I ended up making a secondary table that only included the max and min dates (SQL Query). I then used the LOOKUPVALUE function to pull that min/max date respectively in my overall table. I then compared the file date in that table to the min/max date and used "yes" or "no" if it matched that date (as another column in the raw data file).

I then more simply created a calculation (measure) that filtered in those that were "yes". 

I appreciate your assistance in responding. 

Jonathan 

[dkay84_PowerBI]

Please provide some sample data