Forum Discussion
Last period Data based on Date/Quarter/Month/Week Filter selection
Its all about filter context, Try creating a lookupdate table with Just YEARMONTHSHORT values
YEARMONTHS = VALUES(date[YearMonthShort])
Relate that to your data table and set your slice on that.
If doesn't work, you could try NOT using a SLICER to select the month but instead use a disconnected slicer to have user select month, date or whatever and then use that SELECTEDVALUE of what the user selectes as teh desired period in your measures.
hI Seward12533,
I think the problem is different. Sorry, I just realized.
Just for testing purpose I changed my calculation to calculate last 30 days value.
OIF_Value_EUR_Calc =
CALCULATE (
SUM ( V_OPPORTUNITIES_OIF[OIF_Value_EUR] ),
DATESINPERIOD ( V_OPPORTUNITIES_PERIOD[Created_Date], MAX (V_OPPORTUNITIES_PERIOD[Created_Date]),-30, DAY )
If this calculation is based on lowest aggregation level, if I select Month : July 2018, it should show me data from Jun-2018 to july-2018. But as I have selected 'Month' filter. it is showing the data only for July month. In the below screen shot,
'OIF_value_EUR_Calc' should show value from jun-2018 to july -2018 as I changed formula to calculate last 30 days value. but at the same time I have selected 'Month' filter, it is showing the data for '1st july 2018' to '11th july-2018' only. not calculating last 30 days. If I changed the same formula to claulate last 10 days value, it calulate data only for 5 days correctly as it is in same month. (See the 2nd screen shot). Do I have to ignore 'Month/Quarter/Week' selection in this case. but at the same time, I want to show the last period data based on filter selection only. What can be done in this case.
Thank you!
Solution SageThanks, that helps me understand what your trying to do. First for this to work correclty you need a date table and your Slicer has to filter your data table and NOT your DATA table (also if you build visuals you need to use the date fields (month/quarter/year etc) from your data table as well as rows/columns/axis on your visuals.
Assuming you have a date table try this where dimdate is your data table and dimdate[Date] is the primary key from your date table and is related to your V_OPPORTUNITIES_PERIOD[Created_Date] in the model
OIF_Value_EUR_Calc =
CALCULATE (
SUM ( V_OPPORTUNITIES_OIF[OIF_Value_EUR] ),dimdate,
DATESINPERIOD (dimdate[Date] , MAX (V_OPPORTUNITIES_PERIOD[Created_Date]),-30, DAY )
Note, I have not used DATESINPERIOD before as I tend to use a more generic DAX pattern which can be handy if you want to do things like cumulative since the beginning of time.
CALCULATE(original measure,
Custom Calendar Table, // All not needed
FILTER(ALL(Custom Calendar Table),
logic to select a modified date range)
So in your situation
OIF_Value_EUR_Calc =VAR LastDate = MAX (V_OPPORTUNITIES_PERIOD[Created_Date]) RETURN
CALCULATE (
SUM ( V_OPPORTUNITIES_OIF[OIF_Value_EUR] ),dimdate,
FILTER(ALL(dimdate[Date]) , dimdate[date]<=LastDate&&dimdate[date]<=LastDate-30))
- Seward12533
Also if you want to sort your months use the sortby column from the modeling tab in the table view and sort the Month name by Month Index. As good date table is essential there are many articles on this if you search but here is some DAX to create one dynamically if you don't have a good one already built. It also includes examples of some custom date fields my company uses based on our Fiscal Years (starts 4/1/1962)
DateDIM =ADDCOLUMNS (CALENDAR (DATE(year(today())-2,1,1), DATE(year(TODAY()),12,31)),"DateAsInteger", FORMAT ( [Date], "YYYYMMDD" ),"Year", YEAR ( [Date] ),"Monthnumber", FORMAT ( [Date], "MM" ),"YearMonthnumber", FORMAT ( [Date], "YYYY-MM" ),"YearMonthShort", FORMAT ( [Date], "YYYY-mmm" ),"MonthNameShort", FORMAT ( [Date], "mmm" ),"MonthNameLong", FORMAT ( [Date], "mmmm" ),"DayOfWeekNumber", WEEKDAY ( [Date] ),"DayOfWeek", FORMAT ( [Date], "dddd" ),"DayOfWeekShort", FORMAT ( [Date], "ddd" ),"Quarter", "Q" & FORMAT ( [Date], "Q" ),"YearQuarter", FORMAT ( [Date], "YYYY" ) & "Q" & FORMAT ( [Date], "Q" ),"TELQuarter", switch(format([Date],"Q"),"1","4","2","1","3","2","4","1"),"TELYear", year([Date])-1962-if(format([Date],"Q")="1",1,0),"TELYearMonthNum",year([Date])-1962-if(format([Date],"Q")="1",1,0)&"-"&format([Date],"MM"),"TELYearMonthShort",year([Date])-1962-if(format([Date],"Q")="1",1,0)&"-"&format([Date],"mmm"),"TELYearQuarter", year([Date])-1962-if(format([Date],"Q")="1",1,0) & "Q" & switch(format([Date],"Q"),"1","4","2","1","3","2","4","1"),"TELYearHalf", year([Date])-1962-if(format([Date],"Q")="1",1,0) & "H" & switch(format([Date],"Q"),"1","2","2","1","3","1","4","2"))Hi Seward12533,
Thanks you so much for your reply. I got the logic now. I follow all the steps which you mentioned.
1) Created Calendar Table. (Used your Calendar script only)
2) Changed the calculated field as follows: (For testing purpose calculating last 3 days value)
OIF_Value_EUR_Calc = VAR LastDt = MAX (V_OPPORTUNITIES[Created_Date]) RETURN
CALCULATE (
SUM ( V_OPPORTUNITIES_OIF[OIF_Value_EUR] ),DateDIM,
FILTER(ALL(DateDIM[Date]) , DateDIM[Date]<=LastDt&&DateDIM[Date]>=LastDt-3))But when I select MonthYear as 'Feb2-2018', The calculated filed not showing me last 3 months value.
'OIF_Value_EUR' and 'OIF_Value_EUR_Calc' showing me same value. Am I missing anything? Could you please help?
Hi Seward12533,
Sorry about the above message. Actually the below formula is working fine when I calculate last 3 days value when filtered 'Feb-2018' data. (I had selected Date filter so it was showing same values before)
OIF_Value_EUR_Calc = VAR LastDt = MAX (V_OPPORTUNITIES[Created_Date]) RETURN
CALCULATE (
SUM ( V_OPPORTUNITIES_OIF[OIF_Value_EUR] ),DateDIM,
FILTER(ALL(DateDIM[Date],DateDIM[YearMonthShort]) , DateDIM[Date]<=LastDt&&DateDIM[Date]>LastDt-3))But when I changed the formula to calulate last 60 days value, I am getting same numbers for both the column for 'Feb-2018' filter. The 'OIF_Value_EUR_Calc' filed should have shown Jan and Feb 2018 values. I tried adding 'YearMonthShort' field in the formula to filter that field but didn't work. Can you please help on that. Thank you!
- Poonam