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SG2015
Frequent Visitor

Pass visual-date-filter as parameter for measure based on different date-table

Hi all

I hope you guys can help me out here…

 

How can I pass the date-value in the visual-filter as a parameter for the calculation of a time-series measure that is based on a different date table?

I just want to use one visual-filter and not two different ones.

 

Situation:

My fact-table consists of 14 snapshots of all transactions per end-of-month just like in the screenshot:

 

DATE_SNAPSHOT

ORDER_ID

DATE_ORDER

ORDER_STATUS

STATUS_DATE

PRICE

31.03.2022

10001

20.03.2022

in progress

20.03.2022

100

30.04.2022

10001

20.03.2022

delivered

02.04.2022

100

31.05.2022

10001

20.03.2022

delivered

02.04.2022

100

30.04.2022

10002

15.04.2022

in progress

15.04.2022

50

31.05.2022

10002

15.04.2022

delivered

02.05.2022

50

     

 

I.e. Order_ID 10001 comes up 3 times because of 3 different snapshot dates. The snapshots are simply created at the end of each month, there are no dependencies on order dates or status etc.

 

For filtering a snapshot in my report I use a specific EOM-date-table with relationship to the fact-table.date_snapshot. For calculation of time-series measures I use a different date-table D_DATE_SALES. So when a snapshot-date is selected, how can I create a YTD measure based on that filtered value. As explained I just want to use one visual-filter (snapshot_date)

 

Relationship is as follows.

 

SG2015_0-1655372493723.png

Thank you very much in advance. I appreciate any help on this.

Best, Sinan

 

5 REPLIES 5
NickolajJessen
Solution Sage
Solution Sage

I'm not quite able to grasp what you are looking for in your expected output

Hi NikolajJessen

 

Thanks for asking.

I want to create a YTD measure for price without using a second visual-date-filter on D_DATE_SALES, but instead use the value from visual-date-filter from D_DATE_EOM.

 

If I had two visual-date-filters in my report, I easily could create the Price YTD measure like

Price YTD = TOTALYTD(F_SALES[Price],D_DATE_SALES[Date]).

 

SG2015_0-1655375950162.png

 

But if I don't want to have the second Date-Filter in my Report, is it possible to somehow reference the value from first filter to calculate Price YTD? I don't know whether this is possible at all - just asking. 

I hope it is clearer now.

 

Thanks for any hint.

Sinan

 

 

 

Normally you have a single Calendar Table with dates, in stead of your two dates_EOM and Dates_Sales.
You would then have a relationship between this calendar table and your fact table.

Any futher relationships will be Inactive relationship, which will need to be activede in a DAX measure unsing the function USERELATIONSHIP(Calendar[Date], table[ColumnInInactiverelationship]

No, I  tried with USERELATIONSHIP-Function. That didn't work. I think the reason is, that 

with my fact-table it is not like the "usual" examples where you have an order-date and shipping date and join same date-table on both dates resulting in one active and inactive relationship. 

 

As I mentioned before: I have a fact-table in which each record is saved every month again at the end of the month. This results, that there are up to 14 rows of the same record - each with a different eom-date. Therefore I have to have a date-table for just filtering on the snapshot-date and then do all the magic time-series-stuff to calculate the measures on a 2nd date-table. but here behaviour is not as expected. 

 

I will provide a pbix-test-file, so you can understand the data (simplified) and model. 

SG2015
Frequent Visitor

Here is the pbix file with sample data and report

 

https://drive.google.com/file/d/13Co6ioO_WQrSqX085vZw0hlY7-Yzjy3S/view?usp=sharing 

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