Forum Discussion
Time Intelligence Date Question
Hi Guys. Wanted some help on the following.
I have a table with two different dates showing two different revenue amounts.
| ID | Claim Date | Claim Revenue | Claim Due Date | Due Date Revenue |
| 1 | 1/04/2020 | $ 123.00 | 1/04/2020 | $ 250.00 |
| 2 | 1/05/2020 | $ 150.00 | 1/05/2020 | $ 500.00 |
| 3 | 1/06/2020 | $ 271.00 | 1/06/2020 | $ 750.00 |
| 4 | 1/07/2020 | $ 329.33 | 1/07/2020 | $ 1,000.00 |
| 5 | 1/07/2020 | $ 429.44 | 1/07/2020 | $ 1,250.00 |
I am basically after a two fold step.
On the same chart, I would like to show (if possible) the Sum of Claim Revenue and Sum of Due Date Revenue only for the current month.
for example, for month of May20, it should show two bar graphs (claimed revenue and due date revevue), which changes automatically to Jun20 next month.
Hello Anonymous ,
You need to take help of a calendar table
Once added in the model, create the relationship between the calendar table date, and Claim Date & Claim Due Date
Then you can create following measures for calculating the total revenue on claim date and due date
Total Claim Revenue = CALCULATE( SUM(dtTable[Claim Revenue]), USERELATIONSHIP(dtCalendar[Date],dtTable[Claim Date]) ) Total Due Date Revenue = CALCULATE( SUM(dtTable[Due Date Revenue]), USERELATIONSHIP(dtCalendar[Date],dtTable[Claim Due Date]) )You will get the following results:
Alternatively, you can use TREATAS function and skip the Relationship creation part suggested above (Calendar table is required though):
Total Revenue = CALCULATE( SUM(dtTable[Claim Revenue]), TREATAS(VALUES(dtCalendar[Date]),dtTable[Claim Date]) ) Total Due Date Revenue = CALCULATE( SUM(dtTable[Due Date Revenue]), TREATAS(VALUES(dtCalendar[Date]),dtTable[Claim Due Date]) )Cheers!
Vivek
If it helps, please mark it as a solution
Kudos would be a cherry on the top 🙂
https://www.vivran.in/
Connect on LinkedIn
5 Replies
Hello Anonymous ,
You need to take help of a calendar table
Once added in the model, create the relationship between the calendar table date, and Claim Date & Claim Due Date
Then you can create following measures for calculating the total revenue on claim date and due date
Total Claim Revenue = CALCULATE( SUM(dtTable[Claim Revenue]), USERELATIONSHIP(dtCalendar[Date],dtTable[Claim Date]) ) Total Due Date Revenue = CALCULATE( SUM(dtTable[Due Date Revenue]), USERELATIONSHIP(dtCalendar[Date],dtTable[Claim Due Date]) )You will get the following results:
Alternatively, you can use TREATAS function and skip the Relationship creation part suggested above (Calendar table is required though):
Total Revenue = CALCULATE( SUM(dtTable[Claim Revenue]), TREATAS(VALUES(dtCalendar[Date]),dtTable[Claim Date]) ) Total Due Date Revenue = CALCULATE( SUM(dtTable[Due Date Revenue]), TREATAS(VALUES(dtCalendar[Date]),dtTable[Claim Due Date]) )Cheers!
Vivek
If it helps, please mark it as a solution
Kudos would be a cherry on the top 🙂
https://www.vivran.in/
Connect on LinkedInHi vivran22 . Worked a treat my friend. Thanks for your help and indepth explanation with screenshots. Helped alot.
Anonymous , you can connect both dates with a same date table and use userelation to change the date
refer to example in blog how to use
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
