Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Be one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now

Reply
diogodasilva
Frequent Visitor

How to show a measure filtered by last availble data but override when another date is selected.

As you can see I have 3 cards showing SUM of measure from different tables and the last one is a SUM for both:

Total Advisory = sum(Advisory[AUM])
Total NET XP = SUM('Historico Diversificador Web'[NET])
Total Advisory + XP = [Total Advisory] + [Total NET XP]

Captura de tela 2023-01-06 às 11.10.16.pngCaptura de tela 2023-01-06 às 11.09.50.png

 

 

 

If no date range is selected the cards will show a SUM for the whole period which is not what we want since this is historical evolution data not cumulative.

These data sets are coming from different people and as you can see we still havent received the data for December and January from the Total Advisory table.

What I am trying to do is have the cards show data for the previous available month when nothing on the page is selected and have it show the selection when a chart date is selected.

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @diogodasilva ,

 

I think your data model should be a DimDate table and a Fact table. DimDate table andFact table is connected by [Date] columns. You can try PREVIOUSMONTH function. Please try below code.

Total Advisory =
VAR _CURRENT =
    CALCULATE ( SUM ( Advisory[AUM] ) )
VAR _PREVIOUS =
    CALCULATE ( SUM ( Advisory[AUM] ), PREVIOUSMONTH ( DimDate[Date] ) )
RETURN
    IF ( ISFILTERED ( DimDate[Date] ), _CURRENT, _PREVIOUS )
Total NET XP = SUM('Historico Diversificador Web'[NET])
Total Advisory =
VAR _CURRENT =
    CALCULATE ( SUM('Historico Diversificador Web'[NET]) )
VAR _PREVIOUS =
    CALCULATE ( SUM('Historico Diversificador Web'[NET]), PREVIOUSMONTH ( DimDate[Date] ) )
RETURN
    IF ( ISFILTERED ( DimDate[Date] ), _CURRENT, _PREVIOUS )
Total Advisory + XP = [Total Advisory] + [Total NET XP]

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-rzhou-msft
Community Support
Community Support

Hi @diogodasilva ,

 

I think your data model should be a DimDate table and a Fact table. DimDate table andFact table is connected by [Date] columns. You can try PREVIOUSMONTH function. Please try below code.

Total Advisory =
VAR _CURRENT =
    CALCULATE ( SUM ( Advisory[AUM] ) )
VAR _PREVIOUS =
    CALCULATE ( SUM ( Advisory[AUM] ), PREVIOUSMONTH ( DimDate[Date] ) )
RETURN
    IF ( ISFILTERED ( DimDate[Date] ), _CURRENT, _PREVIOUS )
Total NET XP = SUM('Historico Diversificador Web'[NET])
Total Advisory =
VAR _CURRENT =
    CALCULATE ( SUM('Historico Diversificador Web'[NET]) )
VAR _PREVIOUS =
    CALCULATE ( SUM('Historico Diversificador Web'[NET]), PREVIOUSMONTH ( DimDate[Date] ) )
RETURN
    IF ( ISFILTERED ( DimDate[Date] ), _CURRENT, _PREVIOUS )
Total Advisory + XP = [Total Advisory] + [Total NET XP]

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Barthel
Solution Sage
Solution Sage

Hey @diogodasilva,

I'm not exactly sure what your data model looks like and what your tables and columns are called. Perhaps this formula will help you further. You still have to adjust the correct references to tables and columns.

 

Total Advisory =
IF (
    ISFILTERED ( 'Table'[YearMonth] ),
    SUM ( Advisory[AUM] ),
    VAR _last_month =
        LASTNONBLANKVALUE (
            'Table'[YearMonthOrder],
            CALCULATE ( SUM ( Advisory[AUM] ) )
        )
    RETURN
        CALCULATE ( SUM ( Advisory[AUM] ), 'Table'[YearMonthOrder] = _last_month )
)

 

You can do the same for Total NET XP, only the SUM expression will change.

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Dec Fabric Community Survey

We want your feedback!

Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.

ArunFabCon

Microsoft Fabric Community Conference 2025

Arun Ulag shares exciting details about the Microsoft Fabric Conference 2025, which will be held in Las Vegas, NV.

December 2024

A Year in Review - December 2024

Find out what content was popular in the Fabric community during 2024.