Cumulative value for dynamic date range

[Thimios]

I have a Calendar table and two more tables:

1. Offer table w/columns: Offer code, Customer code, Offer value.

2. Opportunity table w/columns: Opp code, Opp Start Date, Opp End date, Customer code

I need to calculate the cumulative value of offers at any given date for valid opportunities (that is between Start and End date).

Any bright ideas?

[dax]

Hi @Thimios , 

I am not clear about your requirement, if possible could you please inform me more detailed information(such as your expected output and your sample data)? Then I will help you more correctly.

Please do mask sensitive data before uploading.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

Might take a look at Open Tickets, it was designed to work with date intervals. https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364#M147

[amitchandak]

Very similar case it discussed in my blog : https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

Appreciate your Kudos.

[ImkeF]

Hi @Thimios 

what's the relationship between your tables?
How does do the opportunities are connected to the offeres?

If you just use the customer code, then you get a cartesian product.

[Thimios]

Thank you @ImkeF for introducing the cartesian concept to me. This does not help though as all offers will be associated with all opportunities and I cannot see how to filter.

[amitchandak]

@Thimios ,

Can you share sample data and sample output. Make me @

Appreciate your Kudos.

[Thimios]

@amitchandakHere is my pbix file so you can see the relationship setup as well.

https://drive.google.com/file/d/1YkLPpMsov7oxtN5QVzyv8_Ey8l1nTxCI/view?usp=sharing
Let me know if further info on the outcome is required.

Thank you!

[Thimios]

Let me rephrase the case, so I can make it clearer:
Let's assume that I have typical Calendar table and a fact table with the following columns:

- Opportunity code (text field)

- Opportunity start date (date field)

- Opportunity end date (date field)

- Opportunity value (currency field)

I need to create a column chart with Calendar Hierarchy in the X axis and Values on the Y axis where each column will show the total value of opportunities that were open at that date (that is when date is between Opp start date and Opp end date).