Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
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)),"")


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.

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.

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors