Filter data monthly

[jibran]

Hi All,

I am working on to show data on monthly basis but struggling to create a DAX function.

I have a date created column that is in this format 01/01/2017 and I want to see how many quotes been created on that particular

month as shown below. For example on month of June we create 15 quotes want to see that. I did create a date table with data, month name, month number and year and link date to this table but no result. 

 

Here is my working query

Measure = CALCULATE(COUNT(Quotes[QUOTEID]),Filter(All(Quotes[DATECREATED]),MONTH(Quotes[DATECREATED]) <= MONTH(MAX(Quotes[DATECREATED]))))

But above code is not working can someone help me on this.

Regards

Jibran 

[v-haibl-msft · Accepted solution]

@jibran

Do you want to get the total quote amount for each month? If yes, after create relationship with the calendar table, you should be able to show the result with a Table visual like below.

If you want to get the running total, you can create a measure with following formula.

Running_Total_Month = 
CALCULATE (
    DISTINCTCOUNT ( Table1[Quote No] ),
    FILTER (
        ALL ( Table1 ),
        MONTH ( Table1[Date Created] ) <= MONTH ( MAX ( Table1[Date Created] ) )
    )
)

Best Regards,
Herbert

[v-haibl-msft · Accepted solution]

@jibran

Do you want to get the total quote amount for each month? If yes, after create relationship with the calendar table, you should be able to show the result with a Table visual like below.

If you want to get the running total, you can create a measure with following formula.

Running_Total_Month = 
CALCULATE (
    DISTINCTCOUNT ( Table1[Quote No] ),
    FILTER (
        ALL ( Table1 ),
        MONTH ( Table1[Date Created] ) <= MONTH ( MAX ( Table1[Date Created] ) )
    )
)

Best Regards,
Herbert

[jibran]

Hi Herbert,

How can I see just the total number of quotes raised each month.

Becuase this solution adds the total number of quotes to the next month and so.

Our aim to show total number of quotes raised per month.

Can you please help on this?

Thanks for your help in advance

Many Thanks 

Jibran Ishtiaq

[v-haibl-msft · Accepted solution]

@jibran

Just remove the Running_Total meansure from the Table visual should be OK. 

Best Regards,
Herbert