Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Preparing for a certification exam? Ask exam experts all your questions on May 15th. Register now.

Reply
_power_bi
Helper I
Helper I

DAX question using two date columns and filtering

I am currently pulling blanks when I know there is data. Something is wrong with my DAX but I'm not sure. Any help is appreciated

 

I need a running total of the transfers[quantity] field to put in a line chart by week or month. The xaxis on the line chart is a date from the dim_date table. 

 

date dimension= dim_date[date]

fact table= transfers

fact table date field= transfers[due_date] : this has an inactive relationship to the date dimension

 

I need to filter my transfers table to show the sum of transfers[quantity] (not YTD, but running total).

Filters:  transfers[direction]= "out"

simplefilter= 0

I must be able to filter using active relationships to my dim_facility table and dim_device table. 

VAR MaxDate = MAX('dim_date'[date])
VAR MinDate = Min('dim_date'[date])
RETURN
  CALCULATE(
    SUM('Transfers'[QUANTITY]),
    'Transfers'[Direction] = "Out",
    USERELATIONSHIP(Dim_Date[Date], 'Transfers'[Due_Date]),
    FILTER(
        ALLEXCEPT('Transfers', dim_Facility[contract]),
        'Transfers'[Due_Date] <= MaxDate
        && 'Transfers'[Due_Date] >= MinDate
        && 'Transfers'[SimpleFilter] = 0
    )
)

 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Does this measure work?

=CALCULATE(SUM('Transfers'[QUANTITY]),'Transfers'[Direction] = "Out",'Transfers'[SimpleFilter] = 0,USERELATIONSHIP(Dim_Date[Date], 'Transfers'[Due_Date]),datesbetween(Dim_Date[Date],minx(all(Dim_Date),Dim_Date[Date]),max(Dim_Date[Date])))

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Does this measure work?

=CALCULATE(SUM('Transfers'[QUANTITY]),'Transfers'[Direction] = "Out",'Transfers'[SimpleFilter] = 0,USERELATIONSHIP(Dim_Date[Date], 'Transfers'[Due_Date]),datesbetween(Dim_Date[Date],minx(all(Dim_Date),Dim_Date[Date]),max(Dim_Date[Date])))

Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
parry2k
Super User
Super User

@_power_bi not sure what you are trying to do but try this measure and go from there

 

  CALCULATE(
    SUM('Transfers'[QUANTITY]),
    'Transfers'[Direction] = "Out",
    'Transfers'[SimpleFilter] = 0,
    USERELATIONSHIP(Dim_Date[Date], 'Transfers'[Due_Date]),
    FILTER(
        ALL ( Dim_Date[Date] ), 
        Dim_Date[Date] <= MAX ( Dim_Date[Date] )
     
    )
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Helpful resources

Announcements
PBIApril_Carousel

Power BI Monthly Update - April 2025

Check out the April 2025 Power BI update to learn about new features.

Notebook Gallery Carousel1

NEW! Community Notebooks Gallery

Explore and share Fabric Notebooks to boost Power BI insights in the new community notebooks gallery.

April2025 Carousel

Fabric Community Update - April 2025

Find out what's new and trending in the Fabric community.