Forum Discussion
Custom table is not working when filtering on date
Hi Jack00711, you don't need to build a calculated table for this case. Calculated table is refreshed once, when your semantic model is refreshed. Therefore, any further interaction with slicers won't change it.
If you already have a classic data model like this, the only thing you need to do is to apply a filter on "Date" column from "Calendar" table, it will filter the fact table accordingly.
Then you create DAX measure that will show you data for all fields selected before the current date, but when using data in slicer visual there is an easier way:
You can find sample pbix attached.
Good luck with your project 🙂
Super UserHi Jack00711 ,
Calculated tables (like the FilteredTasks table you're creating) are not directly affected by slicers in Power BI because calculated tables are evaluated during the data refresh and not dynamically like measures or visuals. This means slicers won't affect them in real-time.
Here’s how you can address the problem using a measure that will react to slicers:
FilteredTasksMeasure =
VAR SelectedDate = SELECTEDVALUE('Calendar'[Date])
RETURN
CALCULATE(
COUNTROWS(Tasks),
FILTER(
Tasks,
Tasks[Date] <= SelectedDate
)
)
You can now use this measure in your visuals, and the results will be filtered by the selected date from the slicer in the Calendar table. It will dynamically show the number of tasks (or other aggregations) based on the selected date.
Thank you danextian Bibiano_Geraldo Sergii24
What I am trying to achieve is this :For Selected Date 9/12/2024:
Deliverable_ID Task Value Date
1 A 80% 9/12/2024 1 B 70% 9/12/2024 1 C 60% 9/12/2024 1 D 50% 9/12/2024 2 A 80% 9/12/2024 2 B 70% 9/12/2024 2 C 60% 1/12/2024 2 D 50% 2/12/2024 For Selected Date 6/12/2024:
Deliverable_ID Task Value Date
2 C 60% 1/12/2024 2 D 50% 2/12/2024 1 A 50% 3/12/2024 1 B 40% 4/12/2024 1 C 30% 5/12/2024 1 D 20% 6/12/2024
I am using the following formula but it's not working properly. This formula I was trying to debug where the issue is, that's where that table I created.Value per Task =VAR SelectedDate = MAX('Date'[Date]) -- Get the selected date from the Date tableVAR FilteredTasks =FILTER(Tasks,Tasks[Date] <= SelectedDate -- Include only tasks with dates <= selected date)VAR LatestDates =SUMMARIZE(FilteredTasks,Tasks[Deliverable_ID],Tasks[Task],"LatestDate", MAX(Tasks[Date]) -- Get the latest date for each Deliverable_ID and Task)RETURNCALCULATE(MAX(Tasks[Value]),FILTER(Tasks,Tasks[Date] =MAXX(FILTER(LatestDates,Tasks[Deliverable_ID] = EARLIER(Tasks[Deliverable_ID]) &&Tasks[Task] = EARLIER(Tasks[Task])),[LatestDate])))I have attached the report and Data file, If you could point out the issue in the formula that would be great. Thank you
Sample Data
Report- danextian
your google drive link requires a permission
danextian Apologies about that, here are the updated links :
Sample Data
Report
