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JMHenriques
Frequent Visitor

Filter date -> Keep values between selected dates

Hi all,

 

So... this needs to be simple but I just cannot understand it...

I have several projects starting in 1.1.2023 and going until the end of 2030. 

 

I have a matrix table showing forecasted costs per year and want to include all projects, but I just want to show in the table values between 1.1.2024 and 31.12.2027. 

 

If I filter between dates all the projects that start before or end after are excluded... This kind of view require creation of measures? Shouldn't a simple filter be enough?

1 ACCEPTED SOLUTION

@JMHenriques ,
That is what is expected. You are filtering on Contract Expiry Date field and hence it will filter out all data which is not having Contract Expiry Date betwen 2023 and 2027.

If you want forecasted values between 2023 and 2027, then you need to filter on Forecast Year.
Check this:

Anand24_0-1717765087465.png

 

View solution in original post

4 REPLIES 4
JMHenriques
Frequent Visitor

Hi @Anand24 ,

 

That is what I made and it seems that it doesn't work that way. I've made a simple pbix 6 rows as an example -> pbix Example 

 

As you can see in, in the filter I have what you said and the entrie doesnt appear. If I change to the end of 2028 than it will appear...

@JMHenriques ,
That is what is expected. You are filtering on Contract Expiry Date field and hence it will filter out all data which is not having Contract Expiry Date betwen 2023 and 2027.

If you want forecasted values between 2023 and 2027, then you need to filter on Forecast Year.
Check this:

Anand24_0-1717765087465.png

 

The thing is that I needed to keep the total with all the years but only show some of them. 

 

But in the meantime, I reformulated the idea and totals will be presented in another way so indeed I will do that 🙂 thanks for the feedback.

Anand24
Super User
Super User

@JMHenriques ,
A simple filter should work. It would be a on or after 1.1.2024 AND on or before 31.12.2017. Forecasted costs of all projects between these 2 dates would appear in the matrix.

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