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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Help required with a slicer. To report a range.

Hi,

I have an issue that I can't get my head around, because the problem has just been made extra difficult, from what I am experiencing.

The problem, is I have a data set that has records with dates. So a slicer can be put on this date field to give me the range Unfortunately, the people who want the report, don't want to do that. What they want is a slicer where they can chose a number between 1 and 12, and this will give the data that is between month 1 and the number selected.

So, I have created a new table

InputMonth = CALENDAR(1,12)
 

I am using this as my slicer select. In my data file I have creates a new column

MonthDiff = DATEDIFF(NOW(),'Table'[Date],MONTH)
 
This now gives me the number of months so this can be selected from the slicer.

I am now trying to create a table to give me the months in the range to the selected number of months.
RangeTable = GENERATE('Table', FILTER(ALLNOBLANKROW(InputMonth[MonthNumber]), InputMonth[MonthNumber]>=EARLIER('Table'[MonthDiff])))
 
I am returning all 12 months of data and not the subset that I was expecting. I have tried using SELECTEDVALUE and MIN on the InputMonth table and these don't seem to work either.

Table can be just a list of dates(DD/MM/YYYY): '01/11/2021', '01/12/2021', '01/01/2022',... 01/12/2022...'
So as today is '06/10/2021' October MonthDiff = 0, November MonthDiff = 1, December MonthDiff = 2... etc
 
Return is:
'01/10/2021' |  0
'01/11/2021' |  1
'01/12/2021' |  2
'01/01/2022' |  3
'01/02/2022' |  4
...
'01/10/2022' | 12
 
 
What I am expecting is if the number selected is 2 then the result is:
'01/10/2021' |  0
'01/11/2021' |  1
'01/12/2021' |  2
 
Many thanks
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  • jdbuchanan71's avatar
    jdbuchanan71
    4 years ago

    Thank you, that makes sense.

    The cleanest way I could see to do it is to add a column to the People table that calculates their next birthday.  This column will update when the model is refreshed so as peoples birthdays pass the [Next Birthday] column will shift to next year.

    Next Birthday = 
VAR _Today = TODAY()
VAR _YearToday = YEAR ( _Today )
VAR _ThisYear = DATE ( _YearToday, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
VAR _NextYear = DATE ( _YearToday +1, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
RETURN 
IF ( _ThisYear < _Today, _NextYear, _ThisYear )

    I added Snoop so I would have an upcoming October birthday for testing.

    Then we need a measure to check if the next birthday is in the upcoming months based on the users selection in the what if slicer.

    Birthday Check = 
VAR _Months = [Months Value]
VAR _EndDate = EOMONTH(TODAY(),_Months)
RETURN
    CALCULATE(
        COUNTROWS(People),
        People[Next Birthday] <= _EndDate
    )

    We put the people and thier next birthday in a table and add the [Birthday Check] measure as a filter on the visual and set it to 'is not blank'.

    Which gives me the result you are looking for. 

    I have updated my sample file and attached it for you to look at.

     

     

     

     

  • jdbuchanan71's avatar
    jdbuchanan71
    4 years ago

    Anonymous 

    I wanted to figure out how to do it with just a measure so you would not have to add a column to the People table and rely on the model refresh to calculate the next birthday.  This measure will do the calculation every time it is checked so it should always return the up-to-date results.

    Birthday Check = 
VAR _Months = [Months Value]
VAR _EndDate = EOMONTH(TODAY(),_Months)
VAR _People = 
    ADDCOLUMNS(
        SUMMARIZE(People,People[Name],People[Birthday]),
        "@Next Birhtday",
            VAR _Today = TODAY()
            VAR _YearToday = YEAR ( _Today )
            VAR _ThisYear = DATE ( _YearToday, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
            VAR _NextYear = DATE ( _YearToday +1, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
        RETURN 
            IF ( _ThisYear < _Today, _NextYear, _ThisYear )
    )
RETURN COUNTROWS ( FILTER ( _People, [@Next Birhtday] <= _EndDate ) )

11 Replies

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    Anonymous 

    Assuming you have a calendar table in your model you can accomplish what I think you are looking for pretty easily. 

    Add the month offset column to your calendar table.

    Add a parameter to your report under Modeling > New Parameter

    Add the slicer to the page and then write a measure like this:

    Filtered Months Amount = 
VAR _Months = [Months Value]
RETURN
    CALCULATE(
        [Total Amount],Dates[Month Offset] <= _Months )

    I have attached my sample file for you to look at.

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hi jdbuchanan71 

       

      Thanks for showing me the What-If, I've not seen this before, and it looks like if could be quite useful. Unfortunately this isn't the answer to this issue, unless I am missing something. But I admit I've only been learning how to use this for a few weeks. The brief course didn't go this deep into methods,unfortunately.

      What I am trying to achieve is a subset of the data, this method does exactly the same as my attempts.
      Once I have the selectedvalue, I then want to limit my dataset. From 1 to selectedvalue. Which is kind of what I'm seeing in your example, as wouldn't only the three columns show?

      I think it's the throwing in of the [Total Amounts] that is confusing me.  Does this mean I can set up my dataset the same? At present jut the date and the offset?

      Many thanks

       

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    Anonymous 

    Sorry, I was showing the [Total Amount] just to show that the [Filtered Months Amount] returns data for only the number of months the user selects.  In your report you would not show the [Total Amount] measure, just the [Filtered Months Amount].  So if I pick 4 it shows me only current + previous 4:

    And yes, you just need the date table to have the offset column.

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hi jdbuchanan71 

       

      I'm really sorry I have no idea how it is working for you.

      The reason I can't share the data, which I could have fixed up. It is a table of peoples birthdays within the company that I work for, the HR team want to have a list of people birthdays etc. Which is why they wanted the report just to be something that they can see for advanced warning.

      So I have my table (People) which has the people and dates in.
      BirthDay      | Name
      09/07/1946 | Bon Scott
      31/03/1955 | Angus Young
      06/01/1953 | Malcolm Young
      02/03/1956 | Mark Evans
      14/12/1949 | Cliff Williams
      19/05/1954 | Phil Rudd
      05/10/1947 | Brian Johnson

       

      I have tried to do the measure, and it just wont let me. Strangely. However the Parameter slicer is working for me...

      And this is quite a nice thing, so I can select how many months in advanced and choose multiples. It's not what HR want, but it is nice. So thank you for showing me this, I am very much impressed. 

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    Thank you, that makes sense.

    The cleanest way I could see to do it is to add a column to the People table that calculates their next birthday.  This column will update when the model is refreshed so as peoples birthdays pass the [Next Birthday] column will shift to next year.

    Next Birthday = 
VAR _Today = TODAY()
VAR _YearToday = YEAR ( _Today )
VAR _ThisYear = DATE ( _YearToday, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
VAR _NextYear = DATE ( _YearToday +1, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
RETURN 
IF ( _ThisYear < _Today, _NextYear, _ThisYear )

    I added Snoop so I would have an upcoming October birthday for testing.

    Then we need a measure to check if the next birthday is in the upcoming months based on the users selection in the what if slicer.

    Birthday Check = 
VAR _Months = [Months Value]
VAR _EndDate = EOMONTH(TODAY(),_Months)
RETURN
    CALCULATE(
        COUNTROWS(People),
        People[Next Birthday] <= _EndDate
    )

    We put the people and thier next birthday in a table and add the [Birthday Check] measure as a filter on the visual and set it to 'is not blank'.

    Which gives me the result you are looking for. 

    I have updated my sample file and attached it for you to look at.

     

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Good choice adding Snoop, someone who shares his birthday with both Dannii Minogue and myself.

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    Anonymous 

    I wanted to figure out how to do it with just a measure so you would not have to add a column to the People table and rely on the model refresh to calculate the next birthday.  This measure will do the calculation every time it is checked so it should always return the up-to-date results.

    Birthday Check = 
VAR _Months = [Months Value]
VAR _EndDate = EOMONTH(TODAY(),_Months)
VAR _People = 
    ADDCOLUMNS(
        SUMMARIZE(People,People[Name],People[Birthday]),
        "@Next Birhtday",
            VAR _Today = TODAY()
            VAR _YearToday = YEAR ( _Today )
            VAR _ThisYear = DATE ( _YearToday, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
            VAR _NextYear = DATE ( _YearToday +1, MONTH ( People[Birthday] ), DAY ( People[Birthday] ) )
        RETURN 
            IF ( _ThisYear < _Today, _NextYear, _ThisYear )
    )
RETURN COUNTROWS ( FILTER ( _People, [@Next Birhtday] <= _EndDate ) )
    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      This is just brilliant. The pbix was extremely helpful as it showed why I was getting the results I was. I need to pay more attention to the model. Thank you so so much. 

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    Anonymous 

    Please mock up some examples of your desired result.  Say one if you pick 3 months and one if you pick 9 months.  What do you want the report to show exactly?

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Thank you so much for showing me how this is done, I am extremely grateful.

       

      I have my table of (People) which has their name and date of birth.

      These are member of the band AC/DC for the example.
      BirthDay      | Name
      09/07/1946 | Bon Scott
      31/03/1955 | Angus Young
      06/01/1953 | Malcolm Young
      02/03/1956 | Mark Evans
      14/12/1949 | Cliff Williams
      19/05/1954 | Phil Rudd
      05/10/1947 | Brian Johnson

      If I use pick 3 months

      14/12/1949 | Cliff Williams

      06/01/1953 | Malcolm Young

      If I use pick 9 months

      14/12/1949 | Cliff Williams
      06/01/1953 | Malcolm Young
      31/03/1955 | Angus Young
      02/03/1956 | Mark Evans
      19/05/1954 | Phil Rudd
      09/07/1946 | Bon Scott

  • jdbuchanan71's avatar
    jdbuchanan71
    Icon for Super User rankSuper User
    4 years ago

    If you want to show their actual birthday instead of their next birthday in the table that is fine, you can just pull in the field.  The important part is the filter on the table using the [Birthday Check] measure.