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Anonymous
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HELP! Data carried over to next month

Hi everyone. I am trying to figure out how to carry over data from one month to the next. I am trying to create a stacked column chart for each month that includes:

 

1. total submissions

2. total submissions actioned (approved, denied)

3. submissions from last month that are pending

3. submissions from last month that got actioned this month

 

So for example if July has 20 submissions and 10 of those are actioned then the remaining 10 will be carried over to August. So basically every month it would be Submissions- Actioned=carried over to next month.

 

I have 3 different tables at the moment. Please see my sample data below.

Table 1: includes all pending submissions

Month

Payments

Status

July

4

P

July

3

P

August

2

P

August

7

P

 

Table 2: includes all actioned submissions

Month

Payments

Status

August

9

A

August

2

D

July

3

A

 

Table 3: Date Table

 

Is there a DAX formula or any way to do this?

 

Thank you so much for your help in advance!!

1 REPLY 1
Stachu Super Contributor
Super Contributor

Re: HELP! Data carried over to next month

I don't understand your model - what are the joins between the tables? is the date granularity monthly, or do you use more traditional day based approach?

What exactly you are trying to achieve - are you looking for a way to change the input? or is the input given, and you just need a way to present it in the visual?

 

if I select July - what number should I see, and what is it representing? How many recored from Table1, how many from Table2?

if I select August - same question, you mention 20, 10, 10 in your description but it doesn't add up with the data in the tables

If I would select September (with the tables as they are now) - do the pending records from July also carry over or not?

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