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Brysonds
Helper III
7 years ago
Solved

Create measure with relative date filtering?

Hi!

 

I have what I hope is a simple question regarding creating a measure.

 

I have (1) table that contains Sales by Date* by Order Type (Invoiced, Open, Shipped).

 

Order TypeInvoiced DateOpen DateShipped DateSales
Invoiced9/1/2018  1000
Invoiced10/1/2018  1000
Invoiced10/2/2018  1000
Shipped  10/1/20182000
Shipped  10/10/20182000
Open 10/15/2018 3000
Open 10/20/2018 3000
Open 10/25/2018 3000
Open 11/1/2018 3000
Open 12/1/2018 3000


I have (3) card visuals in my application, which are restricted on relative date filtering for the approriate date field

 

Invoiced Total = 2000 (relative date filtering Invoiced Date = "in this month")

Open Total = 9000 (relative date filtering on Open Date = "in this month")

Shipped Total = 4000 (relative date filtering on Shipped Date = "in this month")

 

I would like to have a 4th card visual called "Projected Total", this would be the sum of the Invoiced + Open + Shipped, but with the relative date filtering for the current month. So, the Projected Total would = 16000 

 

Is there an easy way to accomplish this?

 

  • Hi Everyone,

     

    Quick update - I had an idea on how to solve this (not sure if it's efficient or not, so still open to suggestions).

     

    I created a calculated column for each of the order types:

     

    CurrentMonth_Invoiced =
        IF (
             YEAR ('Table1'[Invoice Date]) = YEAR (TODAY () )
                      && Month ('Table1'[Invoice Date]) = MONTH (TODAY () ),
                      'Table1'[Sales Amount (USD)],
                       0
            )

     

    ....repeat for the other two using the other dates...

     

    Then I created a measure to sum eacch of the columns together:

     

    CurrentMonth_Total = SUM('Table1'[CurrentMonth_Invoiced])+SUM('Table1'[CurrentMonth_Open])+SUM('Table1'[CurrentMonth_SNI])

     

    Like I said, I am not sure if this is the best approach or not, but it does work.

     

    Thanks ahead of time if anyone can provide a better solution.

1 Reply

  • Hi Everyone,

     

    Quick update - I had an idea on how to solve this (not sure if it's efficient or not, so still open to suggestions).

     

    I created a calculated column for each of the order types:

     

    CurrentMonth_Invoiced =
        IF (
             YEAR ('Table1'[Invoice Date]) = YEAR (TODAY () )
                      && Month ('Table1'[Invoice Date]) = MONTH (TODAY () ),
                      'Table1'[Sales Amount (USD)],
                       0
            )

     

    ....repeat for the other two using the other dates...

     

    Then I created a measure to sum eacch of the columns together:

     

    CurrentMonth_Total = SUM('Table1'[CurrentMonth_Invoiced])+SUM('Table1'[CurrentMonth_Open])+SUM('Table1'[CurrentMonth_SNI])

     

    Like I said, I am not sure if this is the best approach or not, but it does work.

     

    Thanks ahead of time if anyone can provide a better solution.