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Vamshi_R's avatar
Vamshi_R
Frequent Visitor
7 years ago
Solved

Need Help!! Calculating Current open claims for every month.

I can calculate new cliams and closed claims for every month current and past, however need to calculate below calculation to show current open cliams for any month in report...

 

Current Open cliams = Current Opencliams previousmonth+ new claims - closed cliams 

 

Any help will be great....

  • Try like

    calculate(count(claims[id]),filter(claims,claims[Open Date]<ENDOFMONTH('Date'[Date Filer]) && claims[Close Date]>ENDOFMONTH('Date'[Date Filer]) )

    Where date is date table in power bi

     

    Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
    Thanks.

8 Replies

  • PattemManohar's avatar
    PattemManohar
    Icon for Community Champion rankCommunity Champion

    Vamshi_R Try creating the measure for "Current Open Claims" and use this measure along with Time-Intelligence DAX functions

  • Try like

    calculate(count(claims[id]),filter(claims,claims[Open Date]<ENDOFMONTH('Date'[Date Filer]) && claims[Close Date]>ENDOFMONTH('Date'[Date Filer]) )

    Where date is date table in power bi

     

    Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
    Thanks.

  • Vamshi_R's avatar
    Vamshi_R
    Frequent Visitor

    Situation as an example below...

    Open claims EOM December = 573,  New cliams created and also Claims Reopened in January = 175, Claims Closed = 150. Now, I need to write a DAX to get Current Open claims = 573+175- 150 = 598 for the month of January.

    • amitchandak's avatar
      amitchandak
      Icon for Super User rankSuper User

      Any thing which opens before this month-end and not closed before this month-end is open. That is what I was trying to find. 

       

      It is the same as what you are saying, just a changed way to implement. 

      • Vamshi_R's avatar
        Vamshi_R
        Frequent Visitor

         Hi Amit, you are correct I tried and trying to put the number to report, however team want to replicate similar to the screenshot shown in attached...