Visual using USERELATIONSHIP

[VVI]

Hi all,

I'm trying to create a simple column chart as follow

with 2 tables: Calendar Date and Contract table.

I have 2 date relationships between both tables, by using Date column in Calendar Date table  with one active relationship with Contract Active Date and another inactive one with Contract End Date, from Contract table.

For this visual, I need to use Contract End Date in the DAX formula.

And I'd like to use Month column from Calendar Date, for easier interaction with other visuals.

But it's not as expected.

When I'm using Month from Contract End Date, the visual is correct though.

This is the DAX I used. I'm not sure which one is wrong, and hope to get help.

Value of Contract Expected to be Ended =

var _CurrentProdDate =

    CALCULATE(

        MAXX(

            Production,

            Production[Date]

            ),

        ALL( 'Calendar Date'[Date] ),

        Production[Status]

            = "Being Processed"

    )

var _ContractToBeEnded =

    SUMX (

        VALUES ( Contract[Customer] ),

        CALCULATE (

            MAX ( Contract[Annual Contract Value] ),

            'Calendar Date'[Date]

                >= _CurrentProdDate,

            USERELATIONSHIP (

                Contract[Contract End Date],

                'Calendar Date'[Date]

            )

        )

    )

return

    _ContractToBeEnded

Appreciate any help please.

Regards,

VVI

[lbendlin]

Please provide sample data that covers your issue or question completely.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

[VVI]

Hi @lbendlin 

Thanks for the reminder.

Here's the data of source table.

Customer	Annual Contract Value	Active Date	Contract Start Date	Contract End Date
Cust A	40,000	31-Dec-19	1-Mar-18	28-Feb-23
Cust A	50,000	31-Dec-20	1-Mar-18	28-Feb-23
Cust A	55,000	31-Dec-21	1-Mar-18	28-Feb-23
Cust A	60,000	31-Dec-22	1-Mar-18	28-Feb-23
Cust A	75,000	28-Feb-23	1-Mar-18	28-Feb-23
Cust B	75,000	31-Dec-19	1-Jun-19	31-May-22
Cust B	75,000	31-Dec-20	1-Jun-19	31-May-22
Cust B	50,000	31-Dec-21	1-Jun-19	31-May-22
Cust B	50,000	31-May-22	1-Jun-19	31-May-22
Cust C	10,000	31-Dec-21	1-May-21	30-Apr-23
Cust C	15,000	31-Dec-22	1-May-21	30-Apr-23
Cust C	15,000	30-Apr-23	1-May-21	30-Apr-23
Cust D	25,000	31-Dec-22	1-Sep-22	31-Aug-24
Cust D	50,000	31-Dec-23	1-Sep-22	31-Aug-24
Cust D	50,000	31-Aug-24	1-Sep-22	31-Aug-24

And the result expected in table view

Month	Value of Contract Expected to be Ended
2023-02	75000
2023-04	15000
2024-08	50000

[lbendlin]

What is the importance of Contract Start Date?  Is it part of the issue?

how are you amortizing the annual contract value over the months?  Or is that not important?

Is this what you are looking for? 

[VVI]

Hi @lbendlin 

Contract Start Date is not the issue now, and there's no need to amortize contract over the year.

Is your visual using the period from Calendar Table?

[VVI]

Hi @lbendlin 

As addition, I'd like to show the contract value for the year of current production year and moving forward. So, previous year, i.e. 2022 is not required.

So, that's why I'm adding a filter:

'Calendar Date'[Date]

                >= _CurrentProdDate

or

Contract[Contract End Date]

                >= _CurrentProdDate

But both doesn't work.

The later still shows 2022 value, which I don't need.

[lbendlin]

Please show the expected outcome based on the sample data you provided.