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Cfielding
New Member

Creating a Month overview based on multiple date columns

Hi Community

 

I have been scaling previous solutions/youtube etc but can't find anything that will work for what I'm trying to do. I have a dataset with 3 date columns pertaining to Received/Approved/Closed dates for various items, there are a number of blanks cells within each column. I am trying to display a count of items received, approved and closed for the month but any time I add in a slicer or try to filter it either won't work at all or will display the total number of approved/closed items based on the received items for that month, which I am assuming is down to the relationships to the date table.

 

The data set is effectivley like the below:

 

ItemReceivedApprovedClosed
CHG101/02/202226/03/202230/05/2022
CHG223/02/202203/05/202206/08/2022
CHG323/02/2022  
CHG403/04/202106/07/2021 
CHG506/07/2022 10/07/2022
CHG626/07/202206/08/2022 
CHG723/07/202206/08/2022 
CHG806/03/2022  

 

Ideally I want to be able to have one slicer that I can change to display the volumes across all cards. I currently have 3 separate date tables individually linked to a column and have tried a single date table that is linked to all the columns with Received being the active relationship. I'm quite new to PBI so anything you can suggest will be helpful.

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@Cfielding Using 3 separate date tables is a workable solution. If you use a single date table, then you will want to create the active and inactive relationships but use CALCULATE and USERELATIONSHIP to specify the correct relationship. Both of these methods are discussed in Mastering Power BI 2nd Edition. 



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2 REPLIES 2
Cfielding
New Member

@Greg_Deckler Thanks for that - I'd used the USERELATIONSHIP in an earlier test, but realise I was still telling it to use the Active relationship instead of the inactive one...

Greg_Deckler
Community Champion
Community Champion

@Cfielding Using 3 separate date tables is a workable solution. If you use a single date table, then you will want to create the active and inactive relationships but use CALCULATE and USERELATIONSHIP to specify the correct relationship. Both of these methods are discussed in Mastering Power BI 2nd Edition. 



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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