Filtering a table with user entered input date

[Divya904]

Hi Experts

Please help me to find how we can filter a table based on user entered date.

I have created a new 'Date' table in Power BI which gives me a 'date field'.  I have created a slicer using 'Date' field in my report. 

Now when the user selects a single date in the slicer, my table should get filter according to that.

There are some DAX calculations in the table like Total Sales and some DAX buckets. 

Thanks in advance.

Regards

[ChandeepChhabra]

@Divya904, Can you share the end result that you are expecting along with some dummy data

[anandav]

@Divya904,

Have you estblished relationship between your fact table and the 'Date' table?

You need to establish the relationship so that the Date slices selction can filter your fact table.

[Divya904]

Hi Anandav

Thanks for replying back.

yes, i have established a relationship between fact table and 'Date' table

Thanks

[Ashish_Mathur]

Hi,

Share the link from where i can download your PBI file.

[Divya904]

Hi Ashish

Thanks for your reply.

Unfortunately i don't have the sample data. I can explain the issue again here.

1. I have created a Date table in Power BI as follows: 

MyCalenderDate =
  GENERATE (
    CALENDARAUTO(),
    VAR currentDay = [Date]
    VAR day = DAY( currentDay )
    VAR month =  MONTH ( currentDay )
    VAR year =  YEAR ( currentDay )
  RETURN  ROW ( 
    "day", day,
    "month", month,
    "year", year )
  )

2. After this i have got the 'Date' field . I have created a relationship between MyCalendarDate (Date) and fact table (OrderDate). 

3.  Created a slicer using Date field. So that a user can input any date.

4. This report also includes a table which has some measures. For exampleThe DAX calculation 

Age 1 - 30 = if([PostingDate - User Input Date]< 0, CALCULATE ( Sum('Sales'[Amount ]),  FILTER ('Sales',[WhatIsTheAge] >= 1 && [WhatIsTheAge] < 31 ) ,FILTER('Sales',[Item Status] = "O")),0)

So the requirement here is, When the user provide any input date/select a date in filter, the amount in calculations like Age 1-30 and so on should change. User can input any date from the past.

Hope this gives you more details.

Thanks for looking into it.

[Ashish_Mathur · Accepted solution]

Hi,

Ensure that the relationship is from the OrderDate column of the Sales Table to the Date column of the Calendar Table.  Also, the relationship status should be active.  Furthermore, you should be able to simplify your formula to:

=if([PostingDate - User Input Date]<0,CALCULATE(Sum('Sales'[Amount ]),[WhatIsTheAge]>=1,[WhatIsTheAge]<31,[Item Status] = "O"),0)

[Divya904]

Hi Ashish

Thanks for the reply.

The relationship has been set before.

In the following Measure:

if([PostingDate - User Input Date]<0,CALCULATE(Sum('Sales'[Amount ]),[WhatIsTheAge]>=1,[WhatIsTheAge]<31,[Item Status] = "O"),0)

Just wanted to confirm, when the user inputs a date in the filter, will it go in the above measure calculation and this calc will work accordingly.

Or there is any other way to filter around the user input date.

Thanks

[Ashish_Mathur]

Hi,

Yes, the measure should recalculate when the user select a certain date in the filter.