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Misq
Helper I
Helper I

Sales by day to selected date in filter

Hi all,

I need to create a measure that will return my sales by date from the beginning of the year to the selected date in the filter. So what I have in mind excatly is below:

 

1) I have calendar table.

2) Below sample of data

Date

Sales

11/1/2021

110$

1/1/2022

100$
1/2/2022100$
1/3/2022100$
3/1/2022100$
3/2/2022100$
4/1/2022100$

3) When I select in the date filter, for example 12/1/2021, I need to see on the chart all sales by date since the beginning of the year for 2021.

4) When I select in the date filter, for example 4/1/2022, I need to see on the chart all sales by date since the beginning of the year 2022.

I was looking for it but I can't find anything. The result should be like on the TimlineVisual but in the filter.

 

Can you give me an advice how to solve that case?

THANKS!

1 ACCEPTED SOLUTION
Misq
Helper I
Helper I

Solved by my own 😄

Sales to date =
var _max = MAXX(ALLSELECTED(Date1), Date1[Date])
var _min = STARTOFYEAR(Date1[Date])

return
calculate( sum(data[amount]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))

View solution in original post

4 REPLIES 4
Misq
Helper I
Helper I

Solved by my own 😄

Sales to date =
var _max = MAXX(ALLSELECTED(Date1), Date1[Date])
var _min = STARTOFYEAR(Date1[Date])

return
calculate( sum(data[amount]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))
amitchandak
Super User
Super User

@Misq , you want to display total then you can use a connected date table and datesytd

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

 

But if want to disply trend,

 

You need to use an independent date table for slicer

 

//Date1 is independent Date table, Date is joined with Table
new measure =
var _max = maxx(allselected(Date1),Date1[Date])
var _min = eomonth(_max,-1* month(_max) )+1
return
calculate( sum(Table[Value]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI

 

 

 

Hi amitchandak,
I have a another calendar table (CalendarAuto) with no relationship to any of tables. This measure that you provided dont work excatly as I wanted, due to the fact it only shows values for last year (img).

Misq_1-1660811304411.png

and if I add the filter with the dates, it not showing me values for 2013. Any suggestions?

Besides of that this measure, works for the months not for the days on X-axis

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