Actuals vs Average + Chart Date Filtering

[Anonymous]

Hi all,

Having an issue with filtering a chart that contains a measure which subtracts a 3-month average of Actuals pre Project start date (Dec19) from current Actuals.

Per screenshot below, when I add a Date filter with advanced filter 'is on or after' Dec19, I still see all of 2019 and 2021.

I only want to see Dec19 to today's date (Nov20).

VALUE MEASURE

BRR.VS.AVG =

IF(

MAX( PROJECT_LOOKUP[RFS.IND] ) = "No"

, 0

, IF(

MAX( 'CALENDAR'[Date] ) < MAX( PROJECT_LOOKUP[RFS.DATE] )

, 0

, [MRR(no RFS)] - [AVG.PRE-REV]

))

SUPPORTING MEASURES

MRR(no RFS) =

CALCULATE(

SUM( REVENUE[USD_BUDGET_AMT] )

, REVENUE[GL_REVENUE_CATEGORY_CD] = "BRR"

|| REVENUE[GL_REVENUE_CATEGORY_CD] = "Billable Run Rate"

)

AVG.PRE-REV =

CALCULATE(

[MRR(no RFS)]

, DATESINPERIOD( 'CALENDAR'[Date] , EDATE( MIN( PROJECT_LOOKUP[RFS.DATE] ), -1 ) , -3 , MONTH )

)

/3

PBIX FILE 

[Anonymous]

Hi @v-kelly-msft , understood re. the relationships, however even with the correct schema, the visual still shows all of 2019 and 2021 (albeit now with blanks).

I want to only show the months of 2020 up until November.

Thanks,

Jake

[v-kelly-msft]

Hi  @Anonymous ,

How about modifying your measure as below:

AVG.PRE-REV =
CALCULATE(
[MRR(no RFS)]
, DATESINPERIOD( 'CALENDAR'[Date] , EDATE( MIN( PROJECT_LOOKUP[RFS.DATE] ), -1 ) , -3 , MONTH )&&
MAX( PROJECT_LOOKUP[RFS.DATE] )<=DATE(2020,11,31)))
/3

Best Regards,
Kelly

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[Anonymous]

Hi @v-kelly-msft ,

Unfortunately this modification generates an error:

"A function 'DATESINPERIOD' has been used in a True/False expression that is used as a table filter expression. This is not allowed."

I tried adding a 'FILTER ( ALL (' to correct it but still came up with the same error.

I do think that the answer is somewhere in modifying one or more of these measures though

Any thoughts?

Kind regards,

Jake

[v-kelly-msft · Accepted solution]

Hi @Anonymous ,

Sorry for the late reply,try to use "dateadd" instead of "dateinperiod":

AVG.PRE-REV =
CALCULATE(
[MRR(no RFS)]
, DATEADD( 'CALENDAR'[Date] , -3 , MONTH )&&
MAX( PROJECT_LOOKUP[RFS.DATE] )<=DATE(2020,11,31)))
/3

Best Regards,
Kelly

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[Anonymous]

Hi @v-kelly-msft,

That measure still generates an error:

"A function 'DATESADD' has been used in a True/False expression that is used as a table filter expression. This is not allowed."

Jake

[Anonymous]

@v-kelly-msft thanks for the response.

I still have the issue that the months are still visible outside of the range I want to see (i.e. all of 2019 and 2021).

Also, in my actual data model I have other tables linked to the 'CALENDAR' table and 'PROJECT_LOOKUP' tables so that I receive this error when I try to change that relationship to 'Both':

[v-kelly-msft]

Hi @Anonymous ,

Direction is important in relationships,you may try star schema instead.

See the reference below:

https://docs.microsoft.com/en-us/power-bi/guidance/star-schema

Best Regards,
Kelly

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[v-kelly-msft]

Hi  @Anonymous ,

Modify the direction of the relationship from single to both:

And you will see:

For the related .pbix file,pls see attached.

Best Regards,
Kelly

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