Forum Discussion

byr10112's avatar
byr10112
Microsoft Employee
3 years ago
Solved

Measure conditional on another column

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:

DayFiscal Year
28/06/2023FY23
29/06/2023FY23
30/06/2023FY23
01/07/2023FY24

 

Below is what the renewals table looks like:

Account IDRenewal Date
100128/06/2023
100230/06/2023
100302/07/2023

 

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?

  • Anonymous's avatar
    Anonymous
    3 years ago

    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.

5 Replies

  • 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.

     

     

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    • byr10112's avatar
      byr10112
      Microsoft Employee

      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

  • byr10112 what defines upcoming? 

     

     

    Follow us on LinkedIn and  to our YouTube channel

    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.

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    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.