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Anonymous's avatar
Anonymous
Not applicable
7 years ago
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How to shift date axis using what-if parameter?

I have two timeseries that are connected by a DimDate table that I am plotting on a dual-axis line chart. I would like to be able to use a What-If slicer to shift one time series by N months, thereb...
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  • OwenAuger's avatar
    OwenAuger
    7 years ago

    Anonymous

     

    Here is my edited version of your PBIX.
    link

     

    1. First I created a parameter table DateOffset using Modelling => New Parameter.
    2. Added a slicer for this parameter as in your screenshot
    3. I also marked your DimDate table as a date table. This is best to do when you are using time intelligence functions.
    4. I created measures called Primary & Indicator, just for the sake of consistency with your earlier screenshot.
      Indicator uses DATEADD to shift the date filter by the negative of the DateOffset value selected. This gives the appearance of shifting Indicator to the right if a positive DateOffset is selected.
    Primary = 
AVERAGE ( 'Value by Date 1'[Value] )

Indicator = 
CALCULATE (
    AVERAGE ( 'Value by Date 2'[Value] ),
    DATEADD ( DimDate[Date], -[DateOffset Value], MONTH )
)

    Regards,

    Owen

OwenAuger's avatar
OwenAuger
Super User
7 years ago

Anonymous

If you already have a measure and you want to shift the date context by a given number of months using a what-if parameter, the below pattern should do the trick.
The measure below evaluates your original measure with the date shifted by a given number of months.

 

I'll asuming you have

  • Existing measure: [Existing Measure]
  • Months to shift measure (value of what-if parameter): [Months To Shift Value]

 

Shifted Measure =
CALCULATE (
    [Existing Measure],
    DATEADD ( DimDate[Date], [Months To Shift Value], MONTH )
)

If [Months to Shift Value] is positive (negative), this will return the value of [Existing Measure] in a later (earlier) month, so will appear to shift the line to the left (right), so you may want to add a negative sign in front of [Months To Shift Value].

 

Regards,

Owen

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Owen:

     

    So once I do that, how do I create a relationship between the shifted measure and the DimDate? From what I can tell, you can't make relationships using a calculated field.

    • OwenAuger's avatar
      OwenAuger
      Super User
      7 years ago

      Anonymous

      I am assuming there are existing relationships between the Date columns of the Primary & Indicator tables and DimDate[Date].

       

      My suggested measure doesn't require any new relationships to be created - it just shifts the filter on DimDate[Date] forward or backwards, for the purpose of that measure only. This relies on there already being a relationship between the Indicator table (table containing the values to be "shifted") and DimDate.

       

      Did you have a working PBIX file that you could post a link to (similar to the screenshots you added to your original post), and I could create a sample measure within that model?

       

      Otherwise, I could mock up a model to illustrate the technique.

       

      Regards,

      Owen