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Sergii22
Frequent Visitor

The sales plan on the card is not displayed if the slice is not set on the first day of the month.

Please help me understand:
I have a standard sales plan table. The date column displays only the first days of each of the 12 months. I display the budget amount on a card and create a slice by the date column, which is formed as DateTable = CALENDARAUTO(12).
When I specify a time interval in the slice that includes the first of the month, I get the budget amount. As soon as I set an intermediate date, for example 01/02/2023 - 01/20/2023, the budget data disappears. It is necessary for me, that the budget of month or months falling in the interval of time chosen by me was deduced.
I will be grateful for your help!

3 REPLIES 3
v-yangliu-msft
Community Support
Community Support

Hi  @Sergii22 ,

I created some data:

vyangliumsft_0-1675324658189.png

Here are the steps you can follow:

1. Create calculated table.

Date =
DISTINCT('Table'[Date])

vyangliumsft_1-1675324658193.png

2. Create measure.

Measure =
var _mindate=MINX(ALLSELECTED('Date'),[Date])
var _maxdate=MAXX(ALLSELECTED('Date'),[Date])
var _select=
SELECTCOLUMNS(
    FILTER(ALL('Table'),'Table'[Date]>=_mindate&&'Table'[Date]<=_maxdate),"Month",MONTH('Table'[Date]))
return
SUMX(FILTER(ALL('Table'),
MONTH('Table'[Date]) in _select),[Value])

3. Result:

vyangliumsft_2-1675324658193.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Greetings! Thanks for the answer, but my problem is not solved.  I need the values to be displayed when selecting a range within the month as well. For example, if I select January 2 - January 20, the values will not be displayed on the card.

Data 1.jpg

Data 2.jpg

amitchandak
Super User
Super User

@Sergii22 , that depends on what measure you are using.

 

In case you use dates* or previous* functions

Why DATESMTD is still blank, even after having correct TI Setup: https://youtu.be/j0ug-XQgZtg

 

openingbalancemonth, openingbalancequarter, openingbalanceyear: https://youtu.be/6lzYOXI5wfo


Power BI Allocating Targets- closingbalancemonth, closingbalancequarter, closingbalanceyear:https://youtu.be/yPQ9UV37LOU

 

 

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