Sum issue

[sokatenaj]

Hi Folks,

Trying to do something with 6 stock periods, though the table below only shows 3. I have employees that have 6 columns of shares with different vest dates. What I want to do is Sum across the total shares and then add a date parameter to it, but I can't quite get it to work as a measure. This is what I have: 

1  Shares =
2    CALCULATE (
3    SUMX(Stock,Stock[Shares 1]+Stock[Shares 2]+Stock[Shares 3]+Stock[Shares 4]+Stock[Shares 5]),
4    'Stock'[Vest Date 1] >= DATE ( 2017, 11, 1 ) && 'Stock'[Vest Date 1] <= DATE ( 2022, 12, 31 ),
5    'Stock'[Vest Date 2] >= DATE ( 2017, 11, 1 ) && 'Stock'[Vest Date 2] <= DATE ( 2022, 12, 31 ),
6    'Stock'[Vest Date 3] >= DATE ( 2017, 11, 1 ) && 'Stock'[Vest Date 3] <= DATE ( 2022, 12, 31 ),

7    'Stock'[Vest Date 4] >= DATE ( 2017, 11, 1 ) && 'Stock'[Vest Date 4] <= DATE ( 2022, 12, 31 ),

8    'Stock'[Vest Date 5] >= DATE ( 2017, 11, 1 ) && 'Stock'[Vest Date 5] <= DATE ( 2022, 12, 31 ),

9    )

I know the first 3 lines are correct and I know if I just used 1 date line and then closed it with a ")" it works based on just Vest Date 1, but I need to add those other dates because there may be a chance where they are all different. One thing to note is that each share group is released on the vest date. For example, Shares 1 would be linked to Stock[Vest Date 1]. 

This is how the data is laid out on the table. The key to the master table is empl ID:

Empl ID	Shares 1	Vest Date 1	Shares 2	Vest Date 2	Shares 3	Vest Date 3
555123	1,417.00	05/01/2017	1,417.00	05/01/2018	1,416.00	05/01/2019
555123	1,600.00	07/01/2018	1,600.00	07/01/2019	1,600.00	07/01/2020
100000	334.00	05/01/2017	333.00	05/01/2018	333.00	05/01/2019
200000	459.00	05/01/2016	458.00	05/01/2017	458.00	05/01/2018
300000	482.00	07/01/2018	482.00	07/01/2019	481.00	07/01/2020
300000	367.00	05/01/2017	367.00	05/01/2018	366.00	05/01/2019
400000	600.00	07/01/2018	600.00	07/01/2019	600.00	07/01/2020
500000	500.00	09/30/2016	2,000.00	09/30/2017	1,000.00	09/30/2018
600000	1,250.00	09/30/2017	1,500.00	09/30/2018	1,250.00	09/30/2019

Any help would be great please. 

Thank you!

[parry2k]

What expected output you are trying to achieve?

[sokatenaj]

@parry2k The total # of shares of each employee based on the date range. 

Basically, all I want to see the total shares each individual has on a date range of Nov 1 2017 up to December 31, 2022. Problem is that they get a batch of shares at each vest date. Plus some of the data has shares already vested which I don't want which is why I need the date range. 

Many thanks!!!!!!

[parry2k]

it required unpivot of data and then it is easy, i quickly put together pbix for your reference, change it as per your need.

https://drive.google.com/open?id=0B4dPgH9_BPBrOG9rR01HOGFjOGM

[sokatenaj]

Thanks @parry2k, but I can't undo the data like that because the sum of shares for each employee needs to be rolled into a table visual with other employee data. There are thousands of rows and I get new feeds daily so need to automate it better some how. 

There must be a different way to create it as a measure so that I can plop it in a table visual...

[parry2k]

it is already automated, how you want to sum up date, curren t view in my pbix is by employee but you can always group it by other columns. If you can share your desired output, it will help.

Question, do you get data stream in the format you shared or it is different. May be there is an opportunity to improve the model. All I suggested based on data model you shared.

[sokatenaj]

The data I have can only be delivered in that format from the system. There are about 50 other fields in addition to the ones notated, but the ones I put down are the only ones I care about. I have a table visual on another page and this is the end goal: 

Empl ID	Job Title	Salary	# Shares	Value (@ $18/share)	Total Comp	Group
100000	VP	$        400,000	334	$                             6,012	$           406,012	Engineering
200000	Manager	$        150,000	458	$                             8,244	$           158,244	Communications

Shares being the # of shares from the data notated in previous post with vesting dates greater than Nov 1, 2017. 

So you see, I can't do it like that because I need to put it in a table that is not date filtered which is why I need to get this in a measure format...

Not everyone will have stocks and there are times where I may need to kick out Vest 1 and Vest 2, only to include Vest 3 or change the date parameters in a measure...

[parry2k]

sorry buddy, i'm not very clear what i proposed why that will not work. i'm surely missing something here. i hope someone else can help.

[sokatenaj]

Thanks @parry2k. I hope so too. I'm on a time crunch and I'm doomed right now...

[parry2k]

Well I'm more than happy to help but still not very clear what is not working and what the challenge is. may be share your pbix file with some sample data, that might help. 

[sokatenaj]

I know, but I need it as a measure as I am not doing pivots or using it as a visual. It needs to be used as a field in the main Table visual, not as its own. I can use your method if I needed to do it as its own visual as you have it laid out, but not in this case. 

[parry2k]

not sure why you stuck it that you need it as measure. anyhow just added it as a "Total Shares" measure and updated pbix.

[sokatenaj]

Thanks @parry2k. I'm just going to do this a different way by just deleting the data in the document prior to Nov 1 2017 and using SumX. 

[parry2k]

Sounds good.

Good luck!