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nick9000's avatar
nick9000
Frequent Visitor
8 years ago
Solved

Filter Sales by a date

Hi,

 

I am looking to show sales information for employees three months after they have started. I have the start date in a table and have created a measure for the 3 month date or x month date:

 

3mth Date = EOMONTH(FIRSTDATE(date[start date],3)

 

I then created a measure to try and filter on the 3 mth date but it would only pull all sales to date effectivley no filter applied. I've included the DAX in a screencap below:

 

 

The intended result wuold be to have the measure displaying sales either on the 3mth date or up to the 3mth date ie:

Employee 1 would show 100 (on the date) or 110 (up to and including the date)

 

 

If someone could help me with this out or point in the right direction it would be much appreciated.

 

Thanks

 

Nick

 

 

Need Help
  • nick9000's avatar
    nick9000
    8 years ago

    Awesome, Thanks Yggdrasill

     

    I made a couple of changes and seems to give the correct result. Two references to the sales table and the other two are to the employee table.

     

    3 month revenue =
    CALCULATE(sum(Sales[Amount]),
    DATESBETWEEN(
    Sales[Date],
    FIRSTDATE(Employee[Start Date]),
    eomonth(FIRSTDATE(Employee[Start Date]),2)
    )
    )

     

    Thanks

     

    Nick

5 Replies

    • nick9000's avatar
      nick9000
      Frequent Visitor
      8 years ago

      thanks Yggdrasill, I couldn't get DATESBETWEEN to work

      • Yggdrasill's avatar
        Yggdrasill
        Responsive Resident
        8 years ago

        I tried your scenario

         

        This is what you need

         

        3M from startdate =
CALCULATE (
    SUM ( Table1[Amount] ),
    DATESBETWEEN (
        Table1[start date],
        FIRSTDATE ( Table1[start date] ),
        DATEADD ( FIRSTDATE ( Table1[start date] ), 3, MONTH )
    )
)

        Then create a visual table and insert employee and then this measure to get this

         

        employee & 3 month sale measure

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    8 years ago

    Hi,

     

    It is difficult to help unless one sees the relatioships and the different tables.  Share the link from where i can download your workbook.