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Helper III

## Sum issue

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!

13 REPLIES 13
Super User

What expected output you are trying to achieve?

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Helper III

@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!!!!!!

Super User

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

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Helper III

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...

Super User

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.

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Helper III

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...

Super User

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.

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Helper III

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

Super User

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.

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Helper III

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.

Super User

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

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Helper III

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.

Super User

Sounds good.

Good luck!

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

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