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PandaOnASlide
Frequent Visitor

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

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?ELPPBIQuestion.pngPFLPromotion.png

3 REPLIES 3
PandaOnASlide
Frequent Visitor

@v-yiruan-msft replied!

v-yiruan-msft
Community Support
Community Support

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

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.

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 NameWriting Agent NumberStatement DateCommission Amount ($)
Ed H1234508/23/2023 
S. Ab.6789008/23/2023 
Pey. Pr.5687408/23/2023 
Br. La.9632508/23/2023 
Sam. H.7458708/23/2023 
Den. Kr.2314608/23/2023 
Ph. Br.5897408/23/2023 
Ma. Wa.5849308/23/2023 
Se. T.25894108/23/2023 
As. Fe.5841308/23/2023 


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!

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