Crossjoin table from start to finish date by ID

[antoniopgouveia]

Hi all,

I'm trying to build a table with DAX with the crossjoin function but I need it to follow certain conditions. I have a table with information about several different opportunities, which have information about the amount, stage, probability, close date, etc. This table records all of these information everytime an update is made to that opportunity and it looks like the table below (for simplification I'm only including amount values):

OpportunityID	CreatedDate	CurrentDate	Amount
006D000000yMreEIAS	19/01/2018	28/08/2018	120000
006D000000yMreEIAS	27/06/2018	28/08/2018	200000
006D000000yMreEIAS	04/08/2018	28/08/2018	600000
006D000000yMreEIAS	05/08/2018	28/08/2018	800000

What I want to do is for each opportunity (given by the OpportunityID) I want to create rows that display the value of the opportunity in each month since its creation until the current date. If there are multiple amount alterations in the same month, I would like to get the last value for that month. In this example, it would be like this (notice that this sample contains only data for a single opportunity and it tracks the several updates there was to the opportunity) :

OpportunityID	CreatedDate	CurrentDate	Amount
006D000000yMreEIAS	19/01/2018	28/08/2018	120000
006D000000yMreEIAS	28/02/2018	28/08/2018	120000
006D000000yMreEIAS	31/03/2018	28/08/2018	120000
006D000000yMreEIAS	30/04/2018	28/08/2018	120000
006D000000yMreEIAS	31/05/2018	28/08/2018	120000
006D000000yMreEIAS	27/06/2018	28/08/2018	200000
006D000000yMreEIAS	31/07/2018	28/08/2018	200000
006D000000yMreEIAS	05/08/2018	28/08/2018	800000

I have done a cross join between my Opportunity table and my Calendar table with the following conditions:

CrossJoin = FILTER(CROSSJOIN('Opportunity', 'Calendar'), 'Calendar'[Date] >= 'Opportunity'[CreatedDate] && 'Calendar'[Date] <= 'Opportunity '[CurrentDate])

But this is creating entries for each row from created to current date and not by OpportunityID, as I want. I would need a formula that would recognize the next created date within the same opportunity and would add rows until that date. Plus, I don't mind it having creating rows for all days in the month, I can just select the latest one later on. It is only important to know what the value was for each month since the creation until the end/current date of the opportunity. Any ideas?

Best regards,

Antonio

[v-danhe-msft]

Hi @antoniopgouveia,

Could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?

Regards,

Daniel He

[v-danhe-msft · Accepted solution]

Hi @antoniopgouveia,

Based on my test, you could try to use this formula:

CrossJoin= CROSSJOIN('Opportunity', CALCULATETABLE('Calendar',FILTER('Calendar','Calendar'[Date] >= MIN('Opportunity'[CreatedDate]) && 'Calendar'[Date] <= MIN('Opportunity'[CurrentDate]))))

Regards,

Daniel He