Filtered Count Including Previous Transactions but Excluding Future Transactions

[win_anthony]

The goal is to count transactions that were previously done but exclude any for the future. Ex: Count all transactions that happened in January 2023 but for February 2023 (and beyond), only Pizza transactions. I was successful in creating a filter that will only count Pizza transactions but I am confused on how I can get the January 2023 Sushi transaction to be counted (excluding Sushi February 2023 transactions and beyond). Below you will find sample data and expected output for context. 

Your support is greatly appreciated. 

Sample DAX Measure: I am aware that this filters out all Sushi transactions but confused on how to include just January 2023 and exclude any after

CALCULATE(
    COUNT( trans_id )
    ,FILTER(
        transactions
        ,transactions.product_code <> '200'
    )
)

Sample Data

trans_id	product_code	product	date
1	100	Cheese Pizza	1-Jan-23
2	100	Cheese Pizza	2-Jan-23
3	200	Sushi	2-Jan-23
4	300	Pineapple Pizza	30-Jan-23
5	200	Sushi	3-Feb-23
6	100	Cheese Pizza	9-Feb-23
7	200	Sushi	20-Feb-23
8	300	Pineapple Pizza	22-Feb-23
9	300	Pineapple Pizza	25-Feb-23
10	200	Sushi	28-Feb-23

Expected Output: Notice that January 2023 Sushi transaction was counted but excluded from February 2023

product_code	product	month_year	transaction_count
100	Cheese Pizza	Jan-23	2
200	Sushi	Jan-23	1
300	Pineapple Pizza	Jan-23	1
100	Cheese Pizza	Feb-23	1
300	Pineapple Pizza	Feb-23	2

[parry2k]

@win_anthony You marked this post as solved, I guess you already have the solution, correct? From your last reply, it was not clear if you need further help or if you are good to go. 🤷‍♂️

[parry2k]

@win_anthony one thing is not clear, is this logic only applied to sushi?

[win_anthony · Accepted solution]

@parry2k thank you so much for your support but I was able to rework some other measures and filters within my project to provide the expected output. Regarding your question, for this specific example...yes this logic is only applying towards "Sushi". But my true application will be filtering a few dozen more items.