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Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

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LittleBigBro03
Frequent Visitor

DAX Ownersd Please Have a look at

leads_id,           transh,             Date,                                     Accumulated Value
24472418,          7,                 2026-03-14 00:00:00,                257420000
24472418,          6,                 2025-09-14 00:00:00,                235968330
24472418,          5,                 2025-03-14 00:00:00,                214516664
24472418,          4,                 2024-09-14 00:00:00,                193064998
24472418,          3,                 2024-03-14 00:00:00,                171613332
24472418,          2,                 2023-09-14 00:00:00,                150161666
24472418,          1,                 2023-04-14 00:00:00,                128710000

Here is the payment plan of specific client. 1st row (leads_id) is the id of the client, transh is the transaction number (order), date is transaction date of payment and accumulated value is payment amount. There is a dashboard in my table that has slicers as year, month(text, names of months) and other slicers. I want to create a measure that shows me for example when I choose year 2023 and month april from slicer it must show me this client's accumulated value for that period. In this case it is 128710000. When I choose year 2023 and month may (april, june, july, august) it must show 128710000 as well. Because client's next transh will be only in september of that year (2023-09-14). Until that period it must show 128710000 whenever I choose may, june, july, august of that year. When through slicer I choose september then it must show me 150161666. And so on.  I need a measure for this. 

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @LittleBigBro03 ,

I created a sample pbix file(see the attachment), please check if that is what you want.

1. Create a date dimension table

vyiruanmsft_1-1685067214752.png

2. Create a measure as below

Flag = IF(SELECTEDVALUE('Table'[Date])<=SELECTEDVALUE('Date'[Date]),1,0)

3. Create a visual as below and add a visual-level filter with the condition(Flag is 1)

vyiruanmsft_0-1685067150005.png

Best Regards

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

View solution in original post

1 REPLY 1
v-yiruan-msft
Community Support
Community Support

Hi @LittleBigBro03 ,

I created a sample pbix file(see the attachment), please check if that is what you want.

1. Create a date dimension table

vyiruanmsft_1-1685067214752.png

2. Create a measure as below

Flag = IF(SELECTEDVALUE('Table'[Date])<=SELECTEDVALUE('Date'[Date]),1,0)

3. Create a visual as below and add a visual-level filter with the condition(Flag is 1)

vyiruanmsft_0-1685067150005.png

Best Regards

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

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