Filtering on Date complex

[Anonymous]

Hi,

I have a "Date" dimension and another table in which my data looks like :-

WorkID	StartDate	EndDate	Type
1	1/1/2014	1/5/2017	Rejected
2	7/7/2015		Active
3	4/4/2016	5/7/2017	Closed
4	2/9/2017		Active

Now, the problem is that I need to create a visual that displays the count(workid) where startdate<currentmonth and enddate>current month. The current month here refers to the month I am looking at in the visual. If I create a relationship of Startdate or EndDate with 'Date'[Date], it messes up the entire calculation. Any idea how do I tackle this?

[TomMartens · Accepted solution]

Hey,

basically what you are looking for is called the "Event in Progress".

Please be aware, that solutions for these kind of questions require that the Calendar table is not related to the fact table. 

Here you will find a pbix file that contains a little example, based on your sample data it shows 3 rows valie for the selected month "2016-06":

I've created a measure "Active WorkID"

Active WorkID = 
SUMX(
    'Fact'
    ,
    var theEnd = IF(ISBLANK('Fact'[EndDate]), DATE(9999,12,31), 'Fact'[EndDate])
    return
    IF(AND('Fact'[StartDate] < [Min Selected Date], theEnd > [Max Selected Date])
        ,1
        ,BLANK()
    )
)

that I'm using with the card visual. this measure returns the value 1 one for each WorkID that is "active". This measure can also be used in the Visual level filter section of a visual.

Hope this is what you are looking for

Regards

Tom

[TomMartens · Accepted solution]

Hey,

basically what you are looking for is called the "Event in Progress".

Please be aware, that solutions for these kind of questions require that the Calendar table is not related to the fact table. 

Here you will find a pbix file that contains a little example, based on your sample data it shows 3 rows valie for the selected month "2016-06":

I've created a measure "Active WorkID"

Active WorkID = 
SUMX(
    'Fact'
    ,
    var theEnd = IF(ISBLANK('Fact'[EndDate]), DATE(9999,12,31), 'Fact'[EndDate])
    return
    IF(AND('Fact'[StartDate] < [Min Selected Date], theEnd > [Max Selected Date])
        ,1
        ,BLANK()
    )
)

that I'm using with the card visual. this measure returns the value 1 one for each WorkID that is "active". This measure can also be used in the Visual level filter section of a visual.

Hope this is what you are looking for

Regards

Tom

[Anonymous]

Hi Tom,

This is very close to what I need. However, how do I include this condition?

enddate>createddate+45 && createddate+45 (the month) = currentmonth (selected in filter with ability to select multiple months)

OR

enddate is null && currentmonth>=createdate+45 (the month)

If either of them satisfies, we should have the value.

[TomMartens]

Hey,

I have no idea

• what  the createddate is, I miss this field in the table you provided in your first post
• what you actually mean by 45 and 45 (the month), guess days, but please provide examples is 45 measured in days and represents the duration of 1.5 months
• selecting more than 1 one month in the slicer, for example selecting the two months 2016-05 (May 2016) and 2016-09 (September) I would consider 2016-05-01 as the Startdate and 2016-09-30 as the Enddate.

Regards

Tom 

[Anonymous]

My apologies for the confusion.

1. The createddate is actually the StartDate.

2. Right, +45 means addition of 45 days to StartDate.

3. Right.

[TomMartens]

Hey,

can you please provide examples assuming that 2016-05 and 2016-09 is selected in the sliccer. I still do not understand what you mean by

createddate+45 (the month) = currentmonth (selected in filter with ability to select multiple months)

Regards

Tom

[Anonymous]

I mean that the pbix you have only allows me to choose a month & year. How can I see trend in this case? Also,

createddate+45 (the month) = currentmonth (selected in filter with ability to select multiple months)

This means Month(startdate+45) = month(the month in visual). 

[TomMartens · Accepted solution]

Hey,

so you are saying 

Month('startdate' + 45) = Month(Selected)

Left side

2014-07-01 + 45days = 2014-08-15 --> Month = 8

Right side

2018-08 (Selected Month) = Month(...) = 8

this comparison equals to true?

Not sure what you mean if you are saying you can't see trends, trends of what

I would consider this a trend.

I have to admit that I have my difficulties to understand your requirements, sorry for that

Regards

Tom