Forum Discussion

shubuya's avatar
shubuya
Frequent Visitor
7 years ago

Dynamically Filter a Calendar Table based on Start & End Date from Slicer

I am trying to use the 'MonthNameLong' and 'Year' from a disconnected table but I don't know the best practice and/ or simplest way. The end user will select both to act as the end date, and another ...
Need Help
Anonymous's avatar
Anonymous
Not applicable
7 years ago

shubuya - I think you should be slicing on the date table, instead of a disconnected table. The MTD or YTD will alter the filter context, so that you will end up with the appropriate dates for your calculation. 

shubuya's avatar
shubuya
Frequent Visitor
7 years ago

I forgot to mention a critical part of why I didn't use the Calendar Table for the slicers:

 

I was not able to get this formula to create a line chart with the running totals (filtered YTD December 2010):

 

Departures Running Total =
CALCULATE(
    [Count YTD],
    FILTER(
        ALL('Calendar'[Date]),
        ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
    )
)
 
I need this chart to scale and show only the running total for a given interval, in this example of YTD: 1/1/2010 to 12/31/2010. The running total needs to capture the ending value as a starting point to sum the running total each period until the end date. So for example if 12/31/2009 had a total accumulated total of 59, then the line chart would need to start at 59 on 1/1/2010, incrementing until the end date of 12/31/2010.
  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    shubuya - Since you are considering values from previous years, you don't want to use a YTD calculation. You're looking for something more like:

     

    Departures Running Total =
var displaydate = MAX('Calendar'[Date])
return
CALCULATE(
    <Count Measure (Not YTD)>,
    'Calendar'[Date] <= displaydate 
)
    • shubuya's avatar
      shubuya
      Frequent Visitor
      7 years ago

      Thanks for your help - I think I am close, but when I use the formula you provided the chart is not scaling to show the dates 1/1/2015 to 12/31/2015. How do I edit your formula to only show that date interval?

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        shubuya - The Year and Month for the Slicers and for the Line chart all need to come from the Date table.