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Unknowncharacte
Helper III
Helper III

Filter Historical Data

Hi, I need to create a measure to calculate # of all cases (regardless of date opened) that were active (no closed date) at the end of each fiscal quarter and display the measure on a historical line chart. I have a Calendar table and I need to visualize the measure on it because it has fiscal year information but I am getting confused on how to capture all cases that were active. 


I did this measure, but it's counting cases that were opened in that quarter, I assume because I have a direct connection from fact table to dim calendar. How do I count and visualize this, I am confused...

 

Open Cases =
COUNTROWS( FILTER( ALL('Fact Table'),
[DateOpened] <= MAX('DIM Calendar'[Full Date])
&& [DateClosed] >= MAX('DIM Calendar'[Full Date]) ) )

 

Attaching a sample of my Power BI as well. 

Unknowncharacte_0-1697510203478.png

Sample Data.pbix

 

1 ACCEPTED SOLUTION

@Unknowncharacte , You have to use cross filter to remove the join

 

refer, blog video, or attached files after signature

 

Power BI: HR Analytics - Employees as on Date : https://youtu.be/e6Y-l_JtCq4
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
Power BI HR Active Employee Tenure Bucketing, and Hired, Terminated, and Active employees: https://youtu.be/fvgcx8QLqZU

 

 

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

3 REPLIES 3
Unknowncharacte
Helper III
Helper III

I did this measure, but it's counting cases that were opened in that quarter, I assume because I have a direct connection from fact table to dim calendar. How do I count all "active" cases?

 

Open Cases = COUNTROWS( FILTER( ALL('Fact Table'), [DateOpened] <= MAX('DIM Calendar'[Full Date]) && [DateClosed] >= MAX('DIM Calendar'[Full Date]) ) )

@Unknowncharacte , You have to use cross filter to remove the join

 

refer, blog video, or attached files after signature

 

Power BI: HR Analytics - Employees as on Date : https://youtu.be/e6Y-l_JtCq4
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
Power BI HR Active Employee Tenure Bucketing, and Hired, Terminated, and Active employees: https://youtu.be/fvgcx8QLqZU

 

 

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Thank you so so much! Active employee count worked perfectly for me!

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