Forum Discussion

musketta's avatar
musketta
New Member
2 months ago
Solved

Outstanding items from certain time periods

I'm quite new to Power Bi so any help would be grateful.

 

I have data in relation to equipment testing. Data contains Equipment Type, When its due for testing etc. Due date is formatted mmmm-yyyy

 

I want to count how many items of equipment are outstanding for certain periods. So if the current month is December 2026, how many outstanding items are there for:

 

Previous 3 months - September , October, November 2026

4 - 6 months - June, July, August 2026

Over 6 months - May 26 and back

 

I would like to put this data on a card. I don't want to use a date slider to manually find the information. Obviously the data will change automatically as we move forward throughout the year.

 

Any help appreciated. Thanks.

Need Help
  • grazitti_sapna's avatar
    grazitti_sapna
    2 months ago

    Hi musketta,

     

    You can use below dax for 3 months, 3-6 months and above 6 months outstanding items:-

     

    Outstanding Previous 3 Months =
VAR StartDate =
    EOMONTH(TODAY(), -4) + 1
VAR EndDate =
    EOMONTH(TODAY(), -1)
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] >= StartDate,
    Equipment[Due Date] <= EndDate
)
    Outstanding 4 to 6 Months =
VAR StartDate =
    EOMONTH(TODAY(), -7) + 1
VAR EndDate =
    EOMONTH(TODAY(), -4)
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] >= StartDate,
    Equipment[Due Date] <= EndDate
)
    Outstanding Over 6 Months =
VAR CutoffDate =
    EOMONTH(TODAY(), -7) + 1
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] < CutoffDate
)

     

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2 Replies

  • grazitti_sapna's avatar
    grazitti_sapna
    Icon for Super User rankSuper User
    2 months ago

    Hi musketta,

     

    You can use below dax for 3 months, 3-6 months and above 6 months outstanding items:-

     

    Outstanding Previous 3 Months =
VAR StartDate =
    EOMONTH(TODAY(), -4) + 1
VAR EndDate =
    EOMONTH(TODAY(), -1)
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] >= StartDate,
    Equipment[Due Date] <= EndDate
)
    Outstanding 4 to 6 Months =
VAR StartDate =
    EOMONTH(TODAY(), -7) + 1
VAR EndDate =
    EOMONTH(TODAY(), -4)
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] >= StartDate,
    Equipment[Due Date] <= EndDate
)
    Outstanding Over 6 Months =
VAR CutoffDate =
    EOMONTH(TODAY(), -7) + 1
RETURN
CALCULATE(
    COUNTROWS(Equipment),
    Equipment[Due Date] < CutoffDate
)

     

    🌟 I hope this solution helps you unlock your Power BI potential! If you found it helpful, click 'Mark as Solution' to guide others toward the answers they need.
    💡 Love the effort? Drop the kudos! Your appreciation fuels community spirit and innovation.
    🎖 As a proud SuperUser and Microsoft Partner, we’re here to empower your data journey and the Power BI Community at large.
    🔗 Curious to explore more? [Discover here].
    Let’s keep building smarter solutions together!

    • musketta's avatar
      musketta
      New Member
      2 months ago

      OMG, thats exactly what I need. Thank you so much for your help.