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Anmolgan
Post Prodigy
Post Prodigy

DAX Measure to calculate balance between two dates?

I want to build a DAX formula that can calculate sales between two dates, 1 date is static that is end date, and 1 date is what I will let user pass and the formula should generate the balance as per that date for any given period, currently I am using below but it do not gives me exact results when I compare this to my SAP System, wondring what I have done wrong here.

 

Measure22 =
CALCULATE (
SUM ( 'Monthly Collection Report PBI'[Debit credit value]),
FILTER (
'Monthly Collection Report PBI',
[firstDateVisible] <= ( 'Monthly Collection Report PBI'[Posting date.Posting date Level 01.Key - Copy] )))
1 ACCEPTED SOLUTION
Tahreem24
Super User
Super User

Hi @Anmolgan ,

 

Please give a try to below measure:

Measure = 
CALCULATE (
    SUM ( ValueTable[Value] ),
    FILTER (
        ValueTable,
        ValueTable[Date] >= MIN( PeriodTable[StartDate] )
            && ValueTable[Date] <= MAX ( PeriodTable[EndDate] )
    )
)

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View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Hi @Anmolgan ,

Can you please share some sample data with minimum table structure and expected result for test? it is hard to coding formula without any detail information.

How to Get Your Question Answered Quickly  
Regards,

Xiaoxin Sheng

Tahreem24
Super User
Super User

Hi @Anmolgan ,

 

Please give a try to below measure:

Measure = 
CALCULATE (
    SUM ( ValueTable[Value] ),
    FILTER (
        ValueTable,
        ValueTable[Date] >= MIN( PeriodTable[StartDate] )
            && ValueTable[Date] <= MAX ( PeriodTable[EndDate] )
    )
)

 Please give KUDOS for support and also mark this as a solution if it helps you!

Don't forget to give thumbs up and accept this as a solution if it helped you!!!

Please take a quick glance at newly created dashboards : Restaurant Management Dashboard , HR Analytics Report , Hotel Management Report, Sales Analysis Report , Fortune 500 Companies Analysis , Revenue Tracking Dashboard
Anonymous
Not applicable

Good answer, but would like to know this:

How is ValueTable related to PeriodTable?

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