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ronaldbalza2023
Continued Contributor
Continued Contributor

Removing future dates from cumulative measure

Hi everyone, I am struggling to have a measure that removes the future date on my measure. Thanks in advance 😊

ronaldbalza2023_0-1657755109602.png

Measure that shows future dates

Total SalesYTD = 
CALCULATE (
    [Total Sales],
    FILTER (
        ALL ( 'Date' ),
        'Date'[Financial Year] = MAX ( 'Date'[Financial Year] )
            && 'Date'[Date] <= MAX ( 'Date'[Date] )
    )
)

 

Supporting measures

Total Sales =
CALCULATE (
    [Invoiced Amount Time $],
    DATESYTD ( 'Invoice WIP Ledger Report'[Invoiced Date] )
)
Invoiced Amount Time $ = 
CALCULATE (
    SUM ( 'Invoice WIP Ledger Report'[Invoiced Amount Time] ),
    USERELATIONSHIP ( 'Date'[Date], 'Invoice WIP Ledger Report'[Invoiced Date] )
)



 

 

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi  @ronaldbalza2023 ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can update the formula of measure [Total Sales] as below:

Total Sales = 
VAR _selyear =
    SELECTEDVALUE ( 'Date'[Date].[Year] )
VAR _selmonth =
    SELECTEDVALUE ( 'Date'[Date].[MonthNo] )
RETURN
    IF (
        _selyear > YEAR ( TODAY () ),
        BLANK (),
        CALCULATE (
            SUM ( 'Invoice WIP Ledger Report'[Invoiced Amount Time] ),
            FILTER (
                ALLSELECTED ( 'Invoice WIP Ledger Report' ),
                YEAR ( 'Invoice WIP Ledger Report'[Invoiced Date] ) = _selyear
                    && MONTH ( 'Invoice WIP Ledger Report'[Invoiced Date] ) <= _selmonth
                    && IF ( YEAR ( TODAY () ) = _selyear, _selmonth <= MONTH ( TODAY () ), 1 = 1 )
            )
        )
    )

yingyinr_1-1658121373192.png

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

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

View solution in original post

2 REPLIES 2
v-yiruan-msft
Community Support
Community Support

Hi  @ronaldbalza2023 ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can update the formula of measure [Total Sales] as below:

Total Sales = 
VAR _selyear =
    SELECTEDVALUE ( 'Date'[Date].[Year] )
VAR _selmonth =
    SELECTEDVALUE ( 'Date'[Date].[MonthNo] )
RETURN
    IF (
        _selyear > YEAR ( TODAY () ),
        BLANK (),
        CALCULATE (
            SUM ( 'Invoice WIP Ledger Report'[Invoiced Amount Time] ),
            FILTER (
                ALLSELECTED ( 'Invoice WIP Ledger Report' ),
                YEAR ( 'Invoice WIP Ledger Report'[Invoiced Date] ) = _selyear
                    && MONTH ( 'Invoice WIP Ledger Report'[Invoiced Date] ) <= _selmonth
                    && IF ( YEAR ( TODAY () ) = _selyear, _selmonth <= MONTH ( TODAY () ), 1 = 1 )
            )
        )
    )

yingyinr_1-1658121373192.png

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

@ronaldbalza2023 , In all these required measures, add

 

'Date'[Date] <= today()

or
'Date'[Date] <= eomonth(today() ,0)

 

example

Total SalesYTD = 
CALCULATE (
    [Total Sales],
    FILTER (
        ALL ( 'Date' ),
        'Date'[Financial Year] = MAX ( 'Date'[Financial Year] )
            && 'Date'[Date] <= MAX ( 'Date'[Date] )
    ), 'Date'[Date] <= today() 
)

 

of add if

if(max('Date'[Date]) <= today() , blank(), [Measure])

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