(1)For your first question ,the status of the calculated column [# clients waiting] you created has fixed “waiting”, in your data , when the status is waiting , the value of start date is null , so you cannot realize the scenario “When a client is waiting on 2021-04-01, their referral date must be before or on 2021-04-01, and their start date must be after 2021-04-01.” You can see the difference when I select date in Start Date slicer .
(2) For your second question, from referral date 2021-04-01 , the number of cumulative referrals shows ups and downs, not always goes up .
(3)For your third question , you can try the bookmark button in Desktop , I have searched an operational documentation for you , you can refer to it .
(4)For your forth question , you can use EOMONTH() to return the first day of different month .For example :
Column = EOMONTH(services_breakdown[Referral Date],2)+1
I have attached my pbix file , you can refer to it .
Community Support Team _ Ailsa Tao
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