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GabrielFz
Frequent Visitor

Sum measure fixed on a single date

Hello! 

I'm really stucked on this subject, hope someone could help (: 

I want to get one chart exactly as the following one, which I got using calculated columns (then the slicers filters on the visual are not working pretty well).

 

Targer chart PoweBI.png

 

I've one Table with the Raw Data named 'FRAS' and another one with an active relation named 'Calendar' (I simple Calendar Table)
The column on the chart is the Sum of 'MONEY' (no matter the date) on the FRAS table splited by 'CATEGORY'. The 'MONEY' vary thought time, then the dashed lines is the forecast of these changes based on 'DATES' of the FRAS table.  I would like to have the column (sum of the Money) fixed on the Today's date. For the previous chart I've used a calculated column on the Calendar Table with the following formula for each color of the bars:

 
 

Sum IL1 Money =

IF( Calendar[Date] = TODAY();
    CALCULATE( SUM(FRAS[Money]);
    ALLEXCEPT(FRAS; FRAS[Object]; FRAS[REGION]);
    FRAS[Status] <> "Closed";
    FRAS[Category] = "IL1");

0)

 

But, as I used calculated columns on the Calendar Table, the slicers are not working pretty well. 

Then I'm trying to use some Measures instead. At least the slicers are working pretty well. 

Althought, now the bar is being showed on every date of the chart. 

 

chart PoweBI.png

 

The formula I'm using for the measure is: 

 

Sum Current IL1 Money =
    CALCULATE( SUM(FRAS[Money]);
          ALLEXCEPT(FRAS; FRAS[Object]; FRAS[REGION]);
          FRAS[PCR Status] <> "Closed";
          FRAS[Category] = "IL1"

 

Either enable the slicers on the calculated colum or to have the measure fixated on Today's date would solve my problem. 

 

Thanks in advance! 

Gabriel 

1 ACCEPTED SOLUTION

Hi,

 

Please change original measure to this:

Sum Current IL5 Saving =

IF (

    TODAY () >= MIN('Calendar_A110'[Date]) && TODAY() <= MAX('Calendar_A110'[Date]),

    CALCULATE (

        SUM ( FRAS[Saving Adj] ),

        ALLEXCEPT (

            FRAS,

            FRAS[Object],

            FRAS[REGION],

            FRAS[Cell],

            FRAS[Cell Label],

            FRAS[PCR_Category],

            FRAS[labels],

            FRAS[PROJECT],

            FRAS[Responsible Group Merged],

            FRAS[status],

            FRAS[IL-Level (Adjusted)],

            FRAS[Concluded Milestone],

            FRAS[Plan],

            FRAS[Waiting List]

        ),

        FRAS[PCR Status] <> "Dropped",

        FRAS[IL-Level (Adjusted)] = "IL5"

    ) / 1000,

    BLANK ()

)

 

And the result does not display due to your page filter and today’s data does not meet this filter.

71.png72.png

In order to show the result, I temporarily remove this page filter to test.

I have kept the date hierarchy and now the result shows:

73.png

 

Best Regards,

Giotto Zhi

View solution in original post

8 REPLIES 8
v-gizhi-msft
Community Support
Community Support

Hi,

 

According to your description, I choose one measure as an example and the others are the same.

Please take following steps:

1)Change original measures:

Sum Current IL5 Saving =

IF (

    TODAY () IN FILTERS ( Calendar_A110[Date] ),

    CALCULATE (

        SUM ( FRAS[Saving Adj] ),

        ALLEXCEPT (

            FRAS,

            FRAS[Object],

            FRAS[REGION],

            FRAS[Cell],

            FRAS[Cell Label],

            FRAS[PCR_Category],

            FRAS[labels],

            FRAS[PROJECT],

            FRAS[Responsible Group Merged],

            FRAS[status],

            FRAS[IL-Level (Adjusted)],

            FRAS[Concluded Milestone],

            FRAS[Plan],

            FRAS[Waiting List]

        ),

        FRAS[PCR Status] <> "Dropped",

        FRAS[IL-Level (Adjusted)] = "IL5"

    ) / 1000,

    BLANK ()

)

2)Convert axis column to Date type:

51.png

3)The result shows only today’s data:

52.png

 

 

Best Regards,

Giotto Zhi

Hello @v-gizhi-msft 
Thanks for the help. It works! 

 

But I really wanted/needed the Date Hierarchy feature 😕 
Is it possible to keep it? 

Thanks! 

Hi,

 

Please change original measure to this:

Sum Current IL5 Saving =

IF (

    TODAY () >= MIN('Calendar_A110'[Date]) && TODAY() <= MAX('Calendar_A110'[Date]),

    CALCULATE (

        SUM ( FRAS[Saving Adj] ),

        ALLEXCEPT (

            FRAS,

            FRAS[Object],

            FRAS[REGION],

            FRAS[Cell],

            FRAS[Cell Label],

            FRAS[PCR_Category],

            FRAS[labels],

            FRAS[PROJECT],

            FRAS[Responsible Group Merged],

            FRAS[status],

            FRAS[IL-Level (Adjusted)],

            FRAS[Concluded Milestone],

            FRAS[Plan],

            FRAS[Waiting List]

        ),

        FRAS[PCR Status] <> "Dropped",

        FRAS[IL-Level (Adjusted)] = "IL5"

    ) / 1000,

    BLANK ()

)

 

And the result does not display due to your page filter and today’s data does not meet this filter.

71.png72.png

In order to show the result, I temporarily remove this page filter to test.

I have kept the date hierarchy and now the result shows:

73.png

 

Best Regards,

Giotto Zhi

Hello @v-gizhi-msft 
It worked!!
Many thanks! 

amitchandak
Super User
Super User

Move your filter inside the calculation and Try

    CALCULATE( SUM(FRAS[Money]);
    ALLEXCEPT(FRAS; FRAS[Object]; FRAS[REGION]);
    FRAS[Status] <> "Closed";
    FRAS[Category] = "IL1", filter(Calendar,Calendar[Date] = TODAY();)

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...
https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601

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Hello, @amitchandak 

Thanks for the feedback! 

I have tried the formula you sent and, unfortunatelly, it not worked 😕 
No data is shown on the chart. 

To help you further I need pbix file. If possible please share a sample pbix file after removing sensitive information.Thanks.

My Recent Blog -

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

@amitchandak 

There is an example of the file on the following link:
https://drive.google.com/file/d/1wvAGq-1eRoTGINsgf2oLcFppREBz87lw/view?usp=sharing 

 

Hope it helps. 

Thanks in advance! 

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