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AllanBerces's avatar
AllanBerces
Post Prodigy
6 months ago
Solved

Less than or equal Today

Hi good day, can anyone help me correct my calculated column. what i required is there should be no value beyond <= Today

 

**bleep** Earned = CALCULATE(
    SUM('table'[Earned]),
    FILTER(
        ALL('table'),
        'table'[Task] = EARLIER('table'[Task]) &&
        'table'[Trade] = EARLIER('table'[Trade] ) &&
        'table'[PlanDate] <= EARLIER('table'[PlanDate])
       
    )
)
 
Thank you
Need Help
  • AllanBerces's avatar
    AllanBerces
    6 months ago

    Hi Ritaf1983 thank you very much for the reply i got the solution

    **bleep** Earned = CALCULATE(
        SUM('table'[Earned]),
        FILTER(
            ALL('table'),
            'table'[Task] = EARLIER('table'[Task]) &&
            'table'[Trade] = EARLIER('table'[Trade] ) &&
            'table'[PlanDate] = EARLIER('table'[PlanDate]) &&
             [PlanDate] <= TODAY()
      )
    )

2 Replies

  • Ritaf1983's avatar
    Ritaf1983
    Super User
    6 months ago

    Hi AllanBerces 
    Your current DAX formula calculates a Running Total (grouped by Task and Trade), which doesn't seem to align with your request to limit values based on today's date.

    To help you fix this, a few points need clarification:

    Logic Mismatch: There is no reference to TODAY() in your code. To limit values, you simply need a comparison like 'table'[PlanDate] <= TODAY().

    Calculated Column Context: Why are you using an aggregation (SUM) and row-context navigation (EARLIER) if the goal is a simple filter? If you just want to display the value of the current row based on a date condition, you don't need CALCULATE or SUM.

    Best Practice: EARLIER is considered legacy DAX. It is better to use Variables (VAR) for better readability and performance.

    To provide a correct solution, please share:

    A small sample of your source table.

    An example of the expected result you want to see in the new column.

    This will clarify if you actually need a running total that stops at today, or just a simple row-level check.

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

    • AllanBerces's avatar
      AllanBerces
      Post Prodigy
      6 months ago

      Hi Ritaf1983 thank you very much for the reply i got the solution

      **bleep** Earned = CALCULATE(
          SUM('table'[Earned]),
          FILTER(
              ALL('table'),
              'table'[Task] = EARLIER('table'[Task]) &&
              'table'[Trade] = EARLIER('table'[Trade] ) &&
              'table'[PlanDate] = EARLIER('table'[PlanDate]) &&
               [PlanDate] <= TODAY()
        )
      )