Using a date in one table to filter sales revenue in another table

[hayleyh87]

I have a list of accounts with agreements in place, this table holds the 'valid from' and the 'valid to' date.

I have another table which carries the opportunity data for all accounts and have created a measure that calculates the total value of the opportunities and I can use a slicer to filter the opportunities by date manually.

I want to relate the agreement 'from' and 'to' date to the opportunity start date so I have a concept of the value for each account relative to the period of the agreement. At present I have to use the slicer to achieve the same dates as the valid to and from dates.

I read this article and I think this is on the right lines but I'm not that advanced with DAX

https://community.powerbi.com/t5/Desktop/Filter-a-table-from-two-date-columns-from-a-another-Table/t...

Can anyone help?

[Anonymous · Accepted solution]

Hi @hayleyh87 ,

Current power bi not support to use one date field to filter on date range who defined by multiple date columns.

You can consider creating a expand table to store whole range records and link to the original table. After these, you can use date field to filter table records whose date range(defined by two date fields) contains specific date(from data filter).

Spread revenue across period based on start and end date, slice and dase this using different dates

Regards,

Xiaoxin Sheng