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ogend's avatar
ogend
Helper II
4 years ago
Solved

Measure: Amount for All Future Years

Hello Guys, 

 

Hopefuly this  is an easy question: 

I have a fact table with 'Amount' and 'DueDate' columns.

I created a calendar table , linked Calendar[Date] with the FactTable[DueDate] and I am using  Calendar[Year] as a report slicer. I want to have two columns in a matrix report: 'Due this year' (based on slicer selection) and 'due All future years' (relative to slicer selection).

I am struggling with "All Future Years". I belive i have to use All (Calendar[Date] ) to get rid of the year slicer context and then filter on something like Calendar[Date] > Lastdate of the year selected through the slicer, but I had no luck figuring out the syntax. 

Can you please help? 

 

Thank you!

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi ogend  ,

    I created a sample pbix file(see attachment) for you, please check whether that is what you want.

    1. Delete the relationship between Calendar and Facttable

    2. Create a measure as below:

    Amount for All Future Years = 
    VAR _selyear =
        SELECTEDVALUE ( 'Calendar'[Date].[Year] )
    RETURN
        CALCULATE (
            SUM ( 'FactTable'[Amount] ),
            FILTER ( 'FactTable', YEAR ( 'FactTable'[DueDate] ) > _selyear )
        )

    If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

    How to upload PBI in Community

    Best Regards

4 Replies

  • ogend ,based on what I got

     

    Do not take any date filter, you can have a measure like

     

    Calculate(sum(Table[Amount]), filter('Date', 'Date'[Date] > today()) )

    • ogend's avatar
      ogend
      Helper II

      amitchandak , thank you, but I'd need future years relative to the year selected by the year slicer( calendar table) , not the actual future relative to today(). If I select 2022 to be "the year', it should be 2023 and everything after, but if I select 2010 in the slicer, it should be years equal or larger than 2011

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi ogend  ,

        I created a sample pbix file(see attachment) for you, please check whether that is what you want.

        1. Delete the relationship between Calendar and Facttable

        2. Create a measure as below:

        Amount for All Future Years = 
        VAR _selyear =
            SELECTEDVALUE ( 'Calendar'[Date].[Year] )
        RETURN
            CALCULATE (
                SUM ( 'FactTable'[Amount] ),
                FILTER ( 'FactTable', YEAR ( 'FactTable'[DueDate] ) > _selyear )
            )

        If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

        How to upload PBI in Community

        Best Regards