Forum Discussion

Maescobar's avatar
Maescobar
Icon for Helper I rankHelper I
6 years ago
Solved

Multiple Date filters for one amount column

Hey everyone,

I think my previous post was marked as spam for some reason. Anyway, is there anyone who can help me achieve the result below?

 

I have a set of data with info on invoices: their accrued date, payment date and gross amount.date,

Date AccrualDate Payment Gross Amount 
01/04/201926/09/2019169.56
01/04/201925/07/2019165.18
01/04/201927/05/2019138.02
01/04/201925/04/2019268
01/08/201831/08/2018238.4
01/08/201826/11/201892.14
01/08/201821/12/2018633.83
01/08/201827/05/201919.72
01/12/201828/12/201880.4
01/12/201821/12/2018187.91
01/12/201821/12/201892.32

 

I want to build a Dashboard using the following:

  1. Stacked chart filtered by "MMM/YYYY"
  2. Two values: i) SUM of the gross amount accrued and ii) SUM of the gross amount paid BOTH with the same MMM/YYYY filter

Example:

Filter = Apr/2019, results in: 

  1. First line = 740.76
  2. Second line = 268
 
 
 
  • Icey's avatar
    Icey
    6 years ago

    Hi Maescobar ,

     

    Please check:

    Payment =
    CALCULATE (
        SUM ( 'Table'[GrossAmount] ),
        USERELATIONSHIP ( Dates[Date], 'Table'[Date Payment] ),
        FILTER ( 'Table', 'Table'[Date Accrued] IN VALUES ( Dates[Date] ) )
    )
    

     

    Best Regards,

    Icey

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

9 Replies