Fill future dates with latest data and Filter Dates across two tables

[AndyB]

Hello,

Hopefully someone can help!

I'm trying to calculate the amount of used storage available in our Vcenter over time, and then forecast this against customer contract termination dates. If anyone could point me in the right direction, I'd be grateful! I've attached the pbix below, and the DAX of my current measure.

M_Usage = 
VAR _LASTDATE = CALCULATE(MAX(FACT_VM[Date]),ALL(Fact_VM))
VAR _LASTCAPACITY = CALCULATE(SUM(FACT_VM[StorageUsageGB]),FILTER(ALL(Fact_VM),Fact_VM[Date] = _LASTDATE))
VAR _FirstEOLDate = MIN(DIM_Customer[NextTerminationDate])
VAR _FirstEOLHOST = CALCULATE(MAX(DIM_Customer[Customer]),FILTER(ALL(DIM_Customer),DIM_Customer[NextTerminationDate] = _FirstEOLDate))
VAR _CAPACITYAFTEREOL = CALCULATE(SUM(FACT_VM[StorageUsageGB]),FILTER(ALL(Fact_VM),AND(Fact_VM[Date] = _LASTDATE,FACT_VM[VMName]<>_FirstEOLHOST)))
VAR _IF = IF(MAX(DIM_Date[Date])<=_LASTDATE,SUM(FACT_VM[StorageUsageGB]),IF(MAX(DIM_Date[Date])<_FirstEOLDate,_LASTCAPACITY,_CAPACITYAFTEREOL))
VAR _RESULT = IF(_IF = BLANK(),SUM(FACT_VM[StorageUsageGB]),_IF)
RETURN
_RESULT

Example/Requirements:

1. Data for both customers is available from the 7th to 10th of January 2022.

2. Data should fill down after the latest data per customer, in this case, after the 10th of January.

3. Customer 1 expires on the 12th, prevent data from Customer 1 from showing after this point.

4. Retain ability to show each customers value per day.

Desired Result: 

I have 3 tables to accomplish this;

DIM_Date

DIM_Customer

FACT_VM

Relationship:

Demo PBIX 

[v-yalanwu-msft]

Hi, @AndyB ;

You could try it.

M_Capacity = 
VAR _LASTDATE = CALCULATE(MAX(FACT_VM[Date]),ALL(Fact_VM))
VAR _LASTCAPACITY = CALCULATE(SUM(FACT_VM[StorageUsageGB]),FILTER(ALL('FACT_VM'),[Customer]=MAX('DIM_Customer'[Customer])&&[Date]=_LASTDATE))
RETURN
 IF(MAX('DIM_Date'[Date (DD)])<=MAX('DIM_Customer'[NextTerminationDate])&&MAX('DIM_Customer'[Customer])<>BLANK(),
  IF( MAX('DIM_Date'[Date (DD)]) in VALUES('FACT_VM'[Date]),
   SUM(FACT_VM[StorageUsageGB]),_LASTCAPACITY))

The final output is shown below:

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[lbendlin]

Your sample data doesn't seem to match the data from the desired outcome (regardless of expiry)  I see 3TB usage rather than 500GB - can you please clarify?

I am also pretty sure that you should not need the inactive relationship. That can be covered by a measure calculation instead.

[lbendlin · Accepted solution]

Something like this?

M_Capacity = 
var d = max(DIM_Date[Date])
var m = CALCULATE(max(FACT_VM[Date]),FACT_VM[Date]<=d)
var s= CALCULATE(sum(FACT_VM[StorageUsageGB]),FACT_VM[Date]=m)
return if(d<SELECTEDVALUE(DIM_Customer[NextTerminationDate]),s)

See attached.

[AndyB]

Thank you very much @lbendlin  & @v-yalanwu-msft , both of your solutions worked brilliantly! I really appreciate you taking the time to respond and provide the measures, and will now be able to use and adapt these going forward!