Advance your Data & AI career with 50 days of live learning, dataviz contests, hands-on challenges, study groups & certifications and more!
Get registeredJoin us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM. Register now.
Hello,
I'm pretty new to Power BI and I'm trying to create a report with the total open cases for the month and total amount associated to the cases remaining open. Can someone help with me figure out how I can accomplish this?
Table
| ID | Created Date | Closed Date | Status | Amount |
| 1 | 10/1/2022 | 11/2/2022 | Closed | $10 |
| 2 | 10/5/2022 | 10/25/2022 | Closed | $5 |
| 3 | 10/8/2022 | Open | $10 | |
| 4 | 10/20/2022 | 10/25/2022 | Closed | $13 |
| 5 | 10/31/2022 | Open | $10 | |
| 6 | 11/1/2022 | 11/30/2022 | Closed | $25 |
| 7 | 11/12/2022 | Open | $15 | |
| 8 | 11/15/2022 | 11/26/2022 | Closed | $3 |
| 9 | 11/20/2022 | Open | $10 | |
| 10 | 11/28/2022 | Open | $5 | |
| 11 | 12/2/2022 | 12/10/2022 | Closed | $6 |
| 12 | 12/5/2022 | $5 | ||
| 13 | 12/9/2022 | Open | $10 | |
| 14 | 12/15/2022 | Open | $10 | |
| 15 | 12/20/2022 | 12/28/2022 | Closed | $5 |
Expected Results:
| Month | Open Count | Open Amount |
| Oct 2022 | 2 | $20 |
| Nov 2022 | 3 | $30 |
| Dec 2022 | 3 | $25 |
Hello, you can paste this in the advance editor
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hZJBCsIwEEWvIsFlITOTTmzXPYAHCN3Znajg/cHo/NpIQ4QsPuTx8idJSo5d55g8eyGRd85pzdP1/lwuORyZDm7ukhOj9UuTF93janQwYliBvM6P5VYKe0joj5GD8WpI4IYz2hjlSIH2SkHLE3CpKcEMYLS8prh3ouUIghotmQDVrgfH8ud1ZHuRnLkySgQORAtjaQu2PbZa9ThFW5CiFhW9tjl+/8H8Ag==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ID = _t, #"Created Date" = _t, #"Closed Date" = _t, Status = _t, #"Amount " = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Created Date", type date}, {"Amount ", type number}}),
#"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Status] = "Open")),
#"Removed Other Columns" = Table.SelectColumns(#"Filtered Rows",{"Created Date", "Amount "}),
#"Inserted Month Name" = Table.AddColumn(#"Removed Other Columns", "Month Name", each Text.Start(Date.MonthName([Created Date]),3) & " " & Number.ToText(Date.Year([Created Date]))),
#"Grouped Rows" = Table.Group(#"Inserted Month Name", {"Month Name"}, {{"Open Count", each Table.RowCount(_), Int64.Type}, {"Open Amount", each List.Sum([#"Amount "]), type nullable number}})
in
#"Grouped Rows"
Hello, for the number of Open Cases you can go with following formula:
This did work the way it's intended, but I realized the model I need, I additionally need is if the case was closed outside of the month the case was created, then this would be added into the "Open" amount
For example: October would be $30 due to the one case being closed in November
Join the Fabric FabCon Global Hackathon—running virtually through Nov 3. Open to all skill levels. $10,000 in prizes!
Check out the October 2025 Power BI update to learn about new features.