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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Filter Measure By Date

Hi,

 

I have looked at multiple forum postings and unfortunatly they don't quite answer my question. I need to create a really simple measure that filters before a particular date as oppose to usin a visual filter as another calculation need to work off this one.

 

I have created a calendar as per best practice advice given on the forums.

 

 

What I need to do is create a measure that filters SUM([Credit incl VAT]) before 01/06/2017 (dd/mm/yyyy)

 

 

I have created a relationship between Invoice Date and dd/mm/yyyy in the calendar table but this was not auto detected.

 

All I need is an expression (new to DAX) that will give me the filtered measure I am looking for?

 

Thanks,

 

Dominic

  • Hi Anonymous,

    Based on my test, you can refer to below steps:

    1.I have entered some sample data to test your problem in below pictures.

    2.Create a new measure to calculate your filter data.

    FilterMeasure = CALCULATE (SUM('Integrated Calendar'[Credit]),FILTER (ALL('Integrated Calendar'[Invoice Data] ),'Integrated Calendar'[Invoice Data] <= DATE ( 2017, 1, 6 )))

     

    3.Create a Card visual and add the [FilterMeasure] field and you can see the result.

    You can also download the PBIX file to have a view.

    https://www.dropbox.com/s/p91heavj2klrn4a/Filter%20Measure%20By%20Date.pbix?dl=0

     

    Regards,

    Daniel He

2 Replies

  • v-danhe-msft's avatar
    v-danhe-msft
    Microsoft Employee

    Hi Anonymous,

    Based on my test, you can refer to below steps:

    1.I have entered some sample data to test your problem in below pictures.

    2.Create a new measure to calculate your filter data.

    FilterMeasure = CALCULATE (SUM('Integrated Calendar'[Credit]),FILTER (ALL('Integrated Calendar'[Invoice Data] ),'Integrated Calendar'[Invoice Data] <= DATE ( 2017, 1, 6 )))

     

    3.Create a Card visual and add the [FilterMeasure] field and you can see the result.

    You can also download the PBIX file to have a view.

    https://www.dropbox.com/s/p91heavj2klrn4a/Filter%20Measure%20By%20Date.pbix?dl=0

     

    Regards,

    Daniel He

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Daniel v-danhe-msft,

       

      Thank you very much you have given me the formular which i needed to use, I had to change it slightly but it was pretty much perfect!

       

      Kind regards

       

      Dominic