remove date from context then do cumulative

[andyhere]

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])
    )
)

pattern from: https://community.powerbi.com/t5/Community-Blog/Cumulative-Totals-In-Depth-The-Many-Variations-In-Po...

Any help very appreciated!

[v-juanli-msft]

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]

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]

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.