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Toots's avatar
Toots
Frequent Visitor
6 years ago
Solved

Filter Measure by different date columns

Hi All,

 

I am setting up some sales pipeline reporting where on one visual

I would like to have the only sales with the likelihood "WON" filtered by the actual close date

Then have a target of sales filtered by the exp close date

And set an over target the manager will set on a target table.

The relationship to the date table is done by the start date

 

Any thoughts on a filtered measure or any other way?

 

3 Replies

  • v-alq-msft's avatar
    v-alq-msft
    Community Support

    Hi, Toots 

     

    I'd like to suggest you use the USERELATIONSHIP DAX function to make the inactive relationship active during the evaluation of a model calculation.

    For further information, you may refer to the document .

     

    Best Regards

    Allan

     

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

    • Toots's avatar
      Toots
      Frequent Visitor

      Hi There, The userelationship function works perfect thank you. Do you know if you can also use the filter function within this so I can filter out WON and Deleted out of the likelihood column?

       

       

      AU Market Sales EC $ =
      CALCULATE (
      SUM ( 'AU Market Map'[Sales $] ),
      FILTER(ALL('AU Market Map','AU Market Map'[Likelihood]="Target","Business Case","Early Days","Possible","Strong"))
      USERELATIONSHIP ( 'Calendar'[Date], 'AU Market Map'[Exp Close Date ] )
      )