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I have a table that shows the renewal dates of contracts, where I have a column called Renewal Date. I have a separate table called Calendar, where I have the dates and the corresponding fiscal year codes. Below is what the calendar table looks like:
Day | Fiscal Year |
28/06/2023 | FY23 |
29/06/2023 | FY23 |
30/06/2023 | FY23 |
01/07/2023 | FY24 |
Below is what the renewals table looks like:
Account ID | Renewal Date |
1001 | 28/06/2023 |
1002 | 30/06/2023 |
1003 | 02/07/2023 |
I'm trying to calculate the number of renewals that fall into FY23. Is there a way to create such a measure on the Renewals table?
Solved! Go to Solution.
Hi @byr10112 ,
Please create a measure with below dax formula and add it to card visual:
Measure =
VAR cur_fiscal = "FY23"
VAR first_day =
CALCULATE (
FIRSTDATE ( 'Calendar'[Day] ),
'Calendar'[Fiscal Year] = cur_fiscal
)
VAR last_day =
CALCULATE ( LASTDATE ( 'Calendar'[Day] ), 'Calendar'[Fiscal Year] = cur_fiscal )
VAR tmp =
FILTER (
ALL ( Renewals ),
[Renewal Date] >= first_day
&& [Renewal Date] <= last_day
)
VAR ctn =
CALCULATE ( DISTINCTCOUNT ( Renewals[Account ID] ), tmp )
RETURN
ctn
Please refer the attached .pbix file.
Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @byr10112 ,
Please create a measure with below dax formula and add it to card visual:
Measure =
VAR cur_fiscal = "FY23"
VAR first_day =
CALCULATE (
FIRSTDATE ( 'Calendar'[Day] ),
'Calendar'[Fiscal Year] = cur_fiscal
)
VAR last_day =
CALCULATE ( LASTDATE ( 'Calendar'[Day] ), 'Calendar'[Fiscal Year] = cur_fiscal )
VAR tmp =
FILTER (
ALL ( Renewals ),
[Renewal Date] >= first_day
&& [Renewal Date] <= last_day
)
VAR ctn =
CALCULATE ( DISTINCTCOUNT ( Renewals[Account ID] ), tmp )
RETURN
ctn
Please refer the attached .pbix file.
Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@byr10112 what defines upcoming?
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In FY23
@byr10112 set the relationship between date table and renewal table on the date column and then add following measure:
Renewal Count = COUNTROWS ( RenewalTable )
In a table visual, use FY from the Date table and above measure and that will do it.
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡ Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
In the table I am using, I also have renewals scheduled for the next fiscal years as well. I just want to be able to flag the accounts with upcoming renewals
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