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cdfizz17's avatar
cdfizz17
Frequent Visitor
1 year ago
Solved

Date Table Problem - Calculate Sum Missing Data Outside Filter Window

I have a Date table and a Sales table, with measures for Total Sales and 'Total Sales Offset' (Total Sales shifted by 1 month):

 

TotalSales = CALCULATE(
    SUM('Sales'[Total])
)

TotalSalesOffset = CALCULATE(
    [TotalSales],
    DATEADD('Date'[Date],-1,MONTH)
)

 

Using a date slicer to set the time window, these measures work as expected. However, the client has asked for a configurable tile slicer to replace the date filter.

 

To accomplish this, I created a third table 'Periods' which cross-filters the Date table:

 

 

This has broken the 'Total Sales Offset' measure, see below:

 

Working as expectedMissing data

 

How can I fix this measure so that it correctly displays the data from outside the date window?

  • cdfizz17 , In this case date table filter is getting removed to calculate the prior period, but of period filter is not getting removed.  

     

    try if all period can help

    TotalSalesOffset = CALCULATE(
    [TotalSales],
    DATEADD('Date'[Date],-1,MONTH), all(period)
    )

     

    If this does not help
    Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

4 Replies

  • In this measure 

    TotalSales = CALCULATE(
        SUM('Sales'[Total])
    )

    You can remove the CALCULATE part

    To answer your question I need to see the content of the table Periods and understand what you filter (full period or focus how are they determined)

     

    Anyway you have setup a many to 1 connection bidirezionale that I assume is the cause of the issue but I will confirm this

    • cdfizz17's avatar
      cdfizz17
      Frequent Visitor

      Thank you for your response. The table 'Periods' is structured as below:

       

      DateFilter
      2024/06/01Full Period
      2024/06/02Full Period
      2024/06/03Full Period
      2024/06/04Full Period
      ......
      2024/12/29Full Period
      2024/12/29Focus Period
      2024/12/30Full Period
      2024/12/30Focus Period
      2024/12/31Full Period
      2024/12/31Focus Period

       

      'Full Period' is intended to cross-filter every date.

      'Focus Period' is intended to filter a sub-set of dates, e.g. Dec-24.

      • amitchandak's avatar
        amitchandak
        Super User

        cdfizz17 , In this case date table filter is getting removed to calculate the prior period, but of period filter is not getting removed.  

         

        try if all period can help

        TotalSalesOffset = CALCULATE(
        [TotalSales],
        DATEADD('Date'[Date],-1,MONTH), all(period)
        )

         

        If this does not help
        Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.