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Sum of open items in a month
I have a table containing dates that orders are entered into our system and a separate column for when they are launched (see attached). My goal is to visualize everything that is open for even a portion of the month (in this case January). I've tried a number of different measures, but it seems to always count the date (Entered Date) vs the text (Month) or will not let me split out by year (22 vs 23 vs 24). I do have a calendar table that is linked.
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Hi @jordanv ,
You can create a measure as below to get it:
Open Items in Month = CALCULATE (
COUNT('Table'[Entered Date]),
ALLEXCEPT('Table', 'Table'[Year], 'Table'[Month])
)
If the above ones can't help you get the expected result, please provide some sample data in your table (exclude sensitive data) with Text format and your expected result with special examples and screenshots.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
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Hi @jordanv ,
You can create a measure as below to get it:
Open Items in Month = CALCULATE (
COUNT('Table'[Entered Date]),
ALLEXCEPT('Table', 'Table'[Year], 'Table'[Month])
)
If the above ones can't help you get the expected result, please provide some sample data in your table (exclude sensitive data) with Text format and your expected result with special examples and screenshots.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
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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@jordanv
Take a look at these two Quick Measures as I think you want something like them.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365
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Thanks @Greg_Deckler , but I tried the solution you suggested as well as a few variations of this prior to posting. I run into the same issue that it only counts the 6 items that were CREATED in January vs the total of open during the month. For the above example I would expect a value of 18 returned, but I get either 26 or 6 (building on last year data).
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@jordanv Can you paste your sample data as text?
Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!: Power BI Cookbook Third Edition (Color)
DAX is easy, CALCULATE makes DAX hard...

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