Forum Discussion

andyhere's avatar
andyhere
Frequent Visitor
7 years ago

remove date from context then do cumulative

Hi,
 
I want to write a measure that removes the current Date context, but retains the rest of the context in order to get current capacity.
My original data is 1 row per item, with dates for when the capacity entered the system and dates for when it left.
I need to be able to filter by other items with this measure, such a technology type, region etc. So it's important that it removes the Date context only. I have a working example with a hard coded context.
 
(The logic is the same as using a trade book to create a balance sheet)
 

Working "hard coded context" method - to continue using this I would need a different measure for every aggregation / visual I want to do

 

Cummulative_by_tech = 
CALCULATE(
    SUM('Capacities'[Capacity [kW]]]),
    FILTER(ALLEXCEPT('Capacities','Capacities'[Technology_type]),
        AND(
            'Capacities'[In-Date] <= MAX('Dates'[Date]),
            'Capacities'[Out-Date] >= MAX('Dates'[Date])
        )
    )
)

 

 

Attempted "dynamic date removal" method

Current capacity = 
CALCULATE(
    SUM('Capacities'[Capacity [kW]]]),
    FILTER(ALLSELECTED('Dates'),
            'Capacities'[In-date] <= MAX('Dates'[Date])
            && 'Capacities'[Exit-date] >= MAX('Dates'[Date])
    )
)
 
Any help very appreciated!
 
 
 
 
Need Help

3 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    7 years ago

    Hi andyhere

    create a date table which is not connected with your data table.

    Create measures in your data table

    max = MAX('calendar'[Date])

min = MIN('calendar'[Date])

meet dateperiond = IF(MAX(Sheet1[in_date])<=[min]&&MAX(Sheet1[out_date])>=[max],1,0)

    If you mean "cumulative" by date( eg, cumulative sales from 2018/1/1 to 2018/10/1)

    write this measure:

    cml_asc_date =
CALCULATE (
    SUM ( Sheet1[kw] ),
    FILTER (
        ALLSELECTED ( Sheet1 ),
        [meet dateperiond] = 1
            && [in_date] <= MAX ( [in_date] )
    )
)

     

    If you mean "cumulative" grouped by different category

    create a measure:

    cml_by_item = CALCULATE(SUM(Sheet1[kw]),FILTER(Sheet1,[meet dateperiond]=1))

     

    Best Regards

    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • andyhere's avatar
      andyhere
      Frequent Visitor
      7 years ago

      Hi Maggie,

       

      Thanks for your detailed response!

       

      Why does the date/calendar table need to have no relationship to the data table? I would like to retain a relationship there for other graphs.

       

      I tried making the first measure you suggested, but using ALLSELECTED I am unable to access the dates columns inside the filter, i guess because there is a relationship set up?

       

      thanks,

       

      Andy

       

      • v-juanli-msft's avatar
        v-juanli-msft
        Community Support
        7 years ago

        Hi andyhere

        Please keep the calendar date table( i referred in my previous post) unconnected to your data table so that your problem here can be sloved.

         

        To use date from a date table for other visuals, you could create another calendar date table and create relationships among this new calendar date table with your data tables.

         

        Best Regards

        Maggie

         

        Community Support Team _ Maggie Li
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.