Managing Row Context with Date Slicer in DAX

[LukeWeeCMG]

Greetings all,

I am having troubles in "thinking in DAX" to create the desired table while having a Date Slicer

I have Tthree tables:
1.  Date Control Table - A table that contains the calendar dates (Date Control Table)[Date]
2.  Store Table - A table that contains the information for stores that includes (Store)[StoreRegion] and (Store)[StoreID]
3.  Target Distribution Table - A table that contains the Sales Target Data of Stores that includes (Target Distribution)[StoreID], (Target Distribution) [Date], (Target Distribution) [Sales Target]

In addtion, i created a measure to get the date from the slicer called [Report Slicer Date] which i use as a date variable for my measures.

I am trying to develop a DAX to get the Total Sales Target of the month for each Store Region  accroding to Date Selected by the Date Slicer. However, I am only able to get the Total Values of all the Store Region instead of the Total Sales Target for each Store Region as shown below.

This is the DAX formula i devised for Target_Month:

Target_Month = 
VAR CurrentDate = [Report Slicer Date]
VAR StartMonth = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1)
VAR EndMonth = EOMONTH(CurrentDate, 0)
RETURN 
    CALCULATE(
        SUM('Target Distribution'[Value]),REMOVEFILTERS(), ALLEXCEPT('Store','Store'[StoreRegion], Store[StoreID]),
       DATESBETWEEN(
            'Target Distribution'[Date], 
            StartMonth, 
            EndMonth
        ) 
    )

I need help to modify the DAX so it can return the Total Sales Target for each store from the selected date. Please you need any more clarification.

[v-stephen-msft · Accepted solution]

Hi @LukeWeeCMG ,

Based on your description, I suggest modifying your DAX formula as follows:

Target_Month = 
VAR CurrentDate = [Report Slicer Date]
VAR StartMonth = DATE(YEAR(CurrentDate), MONTH(CurrentDate), 1)
VAR EndMonth = EOMONTH(CurrentDate, 0)
RETURN 
    CALCULATE(
        SUM('Target Distribution'[Sales Target]),
        ALLEXCEPT('Store','Store'[StoreRegion]),
        DATESBETWEEN(
            'Target Distribution'[Date], 
            StartMonth, 
            EndMonth
        ) 
    )

The ALLEXCEPT function removes all filters from the Store table except for the StoreRegion column. This ensures that the calculation is performed at the StoreRegion level. The SUM function calculates the total sales target for each store region based on the selected date.

Best Regards,

Stephen Tao

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[sergej_og]

Hey @LukeWeeCMG ,
one question before adjusting DAX.

Do you have a proper connected data model?
Are relathionships between your 3 tables valid?

Regards