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Connerf's avatar
Connerf
Frequent Visitor
7 years ago
Solved

Month to Go Calculation

Hey Power BI Team,   I'm looking for a bit of help regarding a month to go (MTG (no not magic the gathering)) calculation. The calculation needs to accomplish the following three things:   Retur...
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  • AlB's avatar
    AlB
    7 years ago

    Connerf 

    Ok, try this slight change then. Remember to always show an example based on your data to explain what you need. It is very helpful for those trying to provide an answer 

    TG Production =
VAR maxDate =
    IF (
        MONTH ( TODAY () ) = MONTH ( MAX('Date'[Date] )),
        EOMONTH ( TODAY (), 0 ),
        MAX ( 'Date'[Date] )
    )
RETURN
    CALCULATE (
        [Total Schedule],
        FILTER ( 'Date', 'Date'[Date] >= TODAY () && 'Date'[Date] <= maxDate )
    )

     

AlB's avatar
AlB
Community Champion
7 years ago

Hi Connerf 

I'm not sure I understand completely what you're after. Is it a measure that you want, to be used with dates in the rows of a matrix visual? Do you want [Total schedule] evaluated betweeen today and the end of the current month or up to the date on the current row for future months? If so:

 

TG Production =
VAR maxDate =
    IF (
        MONTH ( TODAY () ) = MONTH ( SELECTEDVALUE('Date'[Date] )),
        EOMONTH ( TODAY (), 0 ),
        SELECTEDVALUE ( 'Date'[Date] )
    )
RETURN
    CALCULATE (
        [Total Schedule],
        FILTER ( 'Date', 'Date'[Date] >= TODAY () && 'Date'[Date] <= maxDate )
    )
  • AlB's avatar
    AlB
    Community Champion
    7 years ago

    Connerf 

    Ok, try this slight change then. Remember to always show an example based on your data to explain what you need. It is very helpful for those trying to provide an answer 

    TG Production =
VAR maxDate =
    IF (
        MONTH ( TODAY () ) = MONTH ( MAX('Date'[Date] )),
        EOMONTH ( TODAY (), 0 ),
        MAX ( 'Date'[Date] )
    )
RETURN
    CALCULATE (
        [Total Schedule],
        FILTER ( 'Date', 'Date'[Date] >= TODAY () && 'Date'[Date] <= maxDate )
    )

     

  • Connerf's avatar
    Connerf
    Frequent Visitor
    7 years ago

    AlB,

     

    Thanks for your work on this. 

     

    I do want the measure to be used in a matrix and column chart. For the current month, it should just show [Total Schedule] from TODAY() until EOM. For months in the future, it should just show [Total Schedule].

     

    The code you provided works when I've drilled down to the lowest level ('Date'[Date]), however, how do I get the code to work when I roll up to a week or month?

     

    Thanks,

    C