Time Intelligence Date Question

[Anonymous]

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. 

[vivran22 · Accepted solution]

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/

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[Anonymous]

Hi @vivran22 . Worked a treat my friend. Thanks for your help and indepth explanation with screenshots. Helped alot. 

[amitchandak]

@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

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-trend/ba-p/882970

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.

[Anonymous]

Hi Amit. So I implemented a date table, and joined that with my main table through two relationships. One active and the other non active. The problem is, the amount being calculated is the overall amount, and not separated according to the months. 

[Anonymous]

Hi Amit. 

Thanks for the reply. How would you calculate the current month?