Dynamic Filtering

[Anonymous]

Hello All,

I've got a report with cumulative data on a chart along with a card that displays the total obligations.

The only way to get the card to display the correct amount is to do a relative filter to show items in the current month. Without the filter, the card will display the sum of all cumulative monthly totals (~$5b) which is incorrect. 

If I select a month on the chart, the card does not update since it already has a filter for items in the current month.

I'm looking for a solution that allows the "Total Obligations" card to default to filtering for the current month until a month is selected on the chart. Then the filter would change to selected month. I don't know if this can be done, but I'm open to any suggestions. 

[v-cgao-msft · Accepted solution]

Hi @Anonymous ,

Please try this measure.

Total Obligations =
CALCULATE (
    SUM ( 'Table'[Obligations] ),
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[MonthNum]
            = SELECTEDVALUE ( 'Calendar'[MonthNum], MONTH ( TODAY () ) )
    )
)

By default the current month is filtered until a month is selected on the graph.

Attached PBIX file for reference.

Best Regards,
Gao
Community Support Team

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[Anonymous]

Gao, you're a beast. Thanks for the help!