Creating relationships based on a sum calculation

[FrankMcQ]

Hi

I have a table of milestones (because our financial calendar doesn’t match the regular calendar):

Financial Year          Name              Period             Start Date      End Date

2018                        2018-2019       Q1                   20181001        20181231

2018                        2018-2019       Q2                   20190101        20190331

2018                        2018-2019       Q3                   20190401        20190630

2018                        2018-2019       Q4                   20190701        20190930

2018                        2018-2019       Year                 20181001        20190930

2019                        2019-2020       Q1                   20191001        20191231

… 

I also have a table of invoices:

Date                  Amount                   Job ID

01/11/2017       20.87                        0001

01/12/2017       32.31                        0002

...

Finally, I have a table of jobs. The table has a relationship to the invoices table via Job ID:

Job ID            Job Team

0001              Team #A

0002              Team #B

0003              Team #A

…

I’ve created columns in the financial milestones table to sum the invoices in that period... I'm using the following instruction:

Invoices = CALCULATE(SUMX(FILTER('Invoices',
AND('Invoices'[Invoice Date] >= SELECTEDVALUE('[Start Date]), 'Invoices'[Invoice Date] <  SELECTEDVALUE(‘End Date’))),
'Invoices'[Amount]))

I now want to slice the calculated result by Job Team, but I keep getting the error:

‘Can’t determine the relationship between the fields’

I’m think this is because the Invoices calculation doesn’t create/have a relationship to the invoices table. 

Is there a way to create this relationship?

Any suggestions would be gratefully received.

[amitchandak]

Is this formula saved without error

Invoices = CALCULATE(SUMX(FILTER('Invoices',
AND('Invoices'[Invoice Date] >= SELECTEDVALUE('[Start Date]), 'Invoices'[Invoice Date] <  SELECTEDVALUE(‘End Date’))),
'Invoices'[Amount]))

I doubt powerbi support AND as function

Invoices = CALCULATE(SUMX(FILTER('Invoices',
('Invoices'[Invoice Date] >= SELECTEDVALUE('[Start Date]) && 'Invoices'[Invoice Date] <  SELECTEDVALUE(‘End Date’))),
'Invoices'[Amount]))

[FrankMcQ]

Yes, the formula works with no problems.

[v-juanli-msft · Accepted solution]

Hi @FrankMcQ 

Create a calendar table,

calendar =
ADDCOLUMNS (
    CALENDARAUTO (),
    "fiscal year", IF ( MONTH ( [Date] ) >= 10, YEAR ( [Date] ), YEAR ( [Date] ) - 1 ),
    "fiscal quarter", SWITCH (
        TRUE (),
        MONTH ( [Date] ) >= 10
            && MONTH ( [Date] ) <= 12, "Q1",
        MONTH ( [Date] ) >= 1
            && MONTH ( [Date] ) <= 3, "Q2",
        MONTH ( [Date] ) >= 4
            && MONTH ( [Date] ) <= 6, "Q3",
        MONTH ( [Date] ) >= 7
            && MONTH ( [Date] ) <= 9, "Q4"
    )
)

Create columns in this table

start date = CALCULATE(MIN('calendar'[Date]),ALLEXCEPT('calendar','calendar'[fiscal year],'calendar'[fiscal quarter]))

end date = CALCULATE(MAX('calendar'[Date]),ALLEXCEPT('calendar','calendar'[fiscal year],'calendar'[fiscal quarter]))

create relationship as below,

create a measure

Measure = SUM(invoices[Amount])

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[FrankMcQ]

This is a great, many thanks. As I suspected, I just had a bad design - I think this is a much more elegant solution!

[amitchandak]

To help you further I need pbix file. If possible please share a sample pbix file after removing sensitive information.