Stop showing data after a certain date/SWITCH to 0?

[PandaOnASlide]

I have a table of agents and their promotion date (thanks to this community!) and now I'm looking for a way to have all data from the agent show UNTIL that promotion date (X). So anything after that date is either not displayed or shown as 0 perhaps?

When an agent is promoted, another data point is that their "commission type ID" changes from 1 to 2, so that would be easier to create the measure I believe than trying to make a date and agent name match up for each new promotion.

The data I need to stop showing is any new commissions after X date, and then any lead costs after X date.

I can't seem to find an effective way to do this, any ideas?

[PandaOnASlide]

@Anonymous replied!

[Anonymous]

Hi @PandaOnASlide ,

I'm not clear about your requirement. Do you want to stop showing the data on the visual after a specific date? But what's the backend logic? Is it necessary to satisfy some conditions? Could you please provide some raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

And 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

[PandaOnASlide]

Hi there! Thanks for the reply, sorry for the confusion.

On the raw data, there's an agent name, agent ID, statement date, and commission amount.
I'm only looking to show data for agents that are "Commission Type 1". And these agents get promoted to "Commission Type 2" as they sell more.

Example: I have Agent A that's Type 1 from March-July, but switches to Type 2 on July 15th. I don't want any more statement dates/commission amounts from July 15th or beyond to appear in the report for that agent. 

Raw Data sample: Names and Agent IDs have been changed. Deleted commission amounts but they are present in the data.

Writing Agent Name	Writing Agent Number	Statement Date	Commission Amount ($)
Ed H	12345	08/23/2023
S. Ab.	67890	08/23/2023
Pey. Pr.	56874	08/23/2023
Br. La.	96325	08/23/2023
Sam. H.	74587	08/23/2023
Den. Kr.	23146	08/23/2023
Ph. Br.	58974	08/23/2023
Ma. Wa.	58493	08/23/2023
Se. T.	258941	08/23/2023
As. Fe.	58413	08/23/2023

I can't share a PBX file because that has sensitive company data on it.

Expected result is that any commission amounts after X date (date of commission type change) are NOT included in the ELP Commissions report. So the agent still shows up in the report with past numbers while they were type 1. 

Hope this helps!