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Anonymous
Not applicable

subtract days from QTD formula custom fiscal year

hello 

 

i have this formula that calculates the QTD for every company in my dataset:

 

QTD Total Sales = CALCULATE(daily_sales_7_day_lag[Total Sales],DATESBETWEEN(Date_Table[Date],EDATE(MIN(Date_Table[Date]),-3),MAX(Date_Table[Date]))),"")
 
however, one of my companies uses a fiscal year, and i need to adjust the formula so it subtracts two dates from the MIN date. how can i go about doing that, specific to that company?  
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Anonymous it is best practice to use variable var in DAX to break down the formula and then it is easy to work

 

QTD Total Sales = 
VAR __minDate = IF( MAX(Table[Company] ) = "ABC", <add your date formula here>, EDATE(MIN(Date_Table[Date]),-3))
VAR __maxDate = MAX(Date_Table[Date])
RETURN
CALCULATE(daily_sales_7_day_lag[Total Sales],DATESBETWEEN(Date_Table[Date],__minDate,__maxDate)),"")


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View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

@Anonymous it is best practice to use variable var in DAX to break down the formula and then it is easy to work

 

QTD Total Sales = 
VAR __minDate = IF( MAX(Table[Company] ) = "ABC", <add your date formula here>, EDATE(MIN(Date_Table[Date]),-3))
VAR __maxDate = MAX(Date_Table[Date])
RETURN
CALCULATE(daily_sales_7_day_lag[Total Sales],DATESBETWEEN(Date_Table[Date],__minDate,__maxDate)),"")


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Anonymous
Not applicable

Hi thank you for your answer,

 

IF( MAX(Table[Company] ) = "ABC" 

does not work with my data. i have also tried the command 

 

if(contains(company_table,company_table[Company_Name], "ABC") 
 
but the formula does not seem to filter out the companies. 

 

@Anonymous share sample data/pbix to further look into it, it is very hard to say why it is not working.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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