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farhanaizzatie's avatar
farhanaizzatie
New Member
1 year ago

Date range filter use only in calculation but not table visual

hi everyone, I have one problems where I have a date range filter in my report using transaction date in Db. this filter is not impacting the table visual as in I edit interaction and select None for table visual. I only want to use this date filter in my leave calculation (example for transaction type = carryover, entitlement, expiry, etc).

 

however, I cant get the calculation to honour the selected date range. says I want to calculate the expiry leave between Jan 1, 2025 - Jan 31, 2025.. it will sum up all expiry transaction type records in the table. how do I fix this or anyone has any idea how to make it work? 

I've tried with calculated column and measure but both doesnt seems to work

 

7 Replies

  • Deku's avatar
    Deku
    Icon for Super User rankSuper User

    Cant comment without having a understanding of your semantic models structure

    • farhanaizzatie's avatar
      farhanaizzatie
      New Member

      hi Deku , let me share my report structure.

       

      I have one table with leave transaction details and a custom table where I create the calendar table 

      MonthYearTable =
      ADDCOLUMNS (
          CALENDAR(DATE(2025, 1, 1), DATE(2030, 12, 31)),  -- Define your date range
          "MonthYear", FORMAT([Date], "YYYYMM"),          -- Format as "Month Year"
          "SortOrder", YEAR([Date]) * 100 + MONTH([Date])   -- Create a sortable value (e.g., 202101 for Jan 2021)
      )
       
      this 2 table is linked via leavetable.transactiondate = monthyeartable.date
       
      then i used the monthyear column in a slicer. from there I would like to get the date range and use it in my calculation. hope you get what im trying to do 
  • Deku's avatar
    Deku
    Icon for Super User rankSuper User

    Ok, from my understanding

    • you have a slicer and table visual
    • The slicer has dates
    • You have set the slicer to not interact with the table visual
    • You want to have a leave measure in the table, that respects the date slicer

    The problem is because the interation is set to None, there is no date filter context on the table for the leave measure to pick up.

    Since you are creating a leave calculation, you should be turn the interation back on. You can get the filtered rows to reappear with the measure. in the measure you can use CALCULATE( , REMOVEFILTER( Date ) ) to remove the effect of the date slicer. With VALUES( date[date] ) you can grab all the dates from the slicer for use in your calculation 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi farhanaizzatie,

    Thanks for reaching out to the Microsoft fabric community forum.

    It looks like you want a date range slicer based on "Transaction Date" to only impact your leave calculation (like for Transaction Type = "expiry") and not affect the table visual. You did the right thing by using Edit Interactions -> None on the table visual, so the slicer doesn’t filter it directly. That part’s perfect. However, for your measure to actually respond to the date range, your DAX needs to explicitly reference the slicer context, because disabling visual interaction doesn’t stop the slicer from affecting the model, it just stops it from filtering that visual.

    You can try this DAX measure:

    ExpiryLeaveInDateRange :=
    CALCULATE (
    SUM ( Transactions[LeaveAmount] ), -- Or whatever column you’re summing
    Transactions[TransactionType] = "expiry",
    FILTER (
    ALL ( Transactions[TransactionDate] ),
    Transactions[TransactionDate] >= MIN ( Transactions[TransactionDate] )
    && Transactions[TransactionDate] <= MAX ( Transactions[TransactionDate] )
    )
    )

    Here "ALL ( Transactions[TransactionDate] )" removes any existing date filters (important if you later want full control) while MIN and MAX re-apply the slicer’s selected date range dynamically. This lets your measure honor the slicer even if the slicer doesn’t visually filter the table.

     

    I would also take a moment to thank Deku, for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

     

    If I misunderstand your needs or you still have problems on it, please feel free to let us know.  

    Best Regards,
    Hammad.
    Community Support Team

     

    If this post helps then please mark it as a solution, so that other members find it more quickly.

    Thank you.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi farhanaizzatie,

      As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help.

      If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.


      If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
      Thank you for your patience and look forward to hearing from you.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi farhanaizzatie,

        I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.


        Thank you.