Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Dynamic IF formula based on date range slicer

Hi there!   I hope someone can help me here. I want to create a table that states whether a product was purchased within a certain period. The period would depend on what date the user chooses i...
  • mattww's avatar
    4 years ago

    Hi Anonymous ,

     

    This should be achievable with a normal calendar table, so if you have a calendar with one row per day, including a date column plus another column indicating the period

     

    Date_KeyDatePeriod
    2021110101-11-2021P1
    2021110202-11-2021P1
    2021110303-11-2021P1
    2021120101-12-2021P2

    * sorry the formatting on this table isn't behaving, and HTML isn't my thing!


    Add the Date column to your slicer, and the Period column to your visual (bar chart, table, whatever).

     

    If this is joined to your Sales table based on the Sales date (the key ideally), a simple COUNTROWS([SalesTable]) or DISTINCTCOUNT([CustomerId]) measure would work in your visual, to count up how many of a given product (another slicer presumably) were sold in each period.

     

    Let me know if that doesn't make sense or if I'm not understanding what you're aiming for

     

    Matt

     

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

  • mattww's avatar
    mattww
    4 years ago

    Hey Anonymous,

     

    Ah ok, I get you. 

     

    So I think the problem you're going to have is an attribute like Yes / No would naturally be something like a Calculated Column, but these are only calculated when the report is refreshed, so would not be responsive to slicer changes.

     

    Measures on the other hand would be responsive, but only really apply in aggregate, you can't create a measure which applies an attribute to each row.

     

    You could get around this by having two date tables, one (unrelated) table to capture your date selection and another standard date table attached to your Sales

     

     

    Now you will be able to use CALCULATE to count up (or sum up) any rows in the Sales table where the date is within the selected range

     

    Count_Sales = COUNTROWS(Fact_Sales)

    Count_Sales_SelectedPeriod = CALCULATE(Fact_Sales[Count_Sales],ALL(Dim_SalesDate),Dim_SalesDate[Date] >= MIN(Dim_SelectedDate[Date]),Dim_SalesDate[Date] < MAX(Dim_SelectedDate[Date]))
     
    This count could then be used in an IF formula if you needed some kind of indicator on each Sales row.
     
    IsInPeriod = IF(Fact_Sales[Count_Sales_SelectedPeriod] > 0,"Yes","No")
     
    See samples below showing two different date selections on some simple sample data
     

    Matt

     

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.