cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
ConnieMaldonado
Resolver II
Resolver II

CALCULATE, SUMX with a FILTER

I have a date slicer and need to calculate the sum of sales based on the end date in the slicer. 

 

I want to calculate sales for the week ending on the Friday preceding the end date in the slicer.

 

I calculated the start and end date for the week I want to sum the sales:

 

DATE START Current Week - 1

DATE END Current Week - 1

 

NOW, when I use those dates to sum the sales, I get 0 in all cases.  I can't figure out what I'm doing wrong:

 

SALES Current Week - 1 =
CALCULATE(
SUMX(Report_Efficiency, Report_Efficiency[FinHours]),
FILTER(Report_Efficiency, Report_Efficiency[DATE] >= Report_Efficiency[DATE START Current Week - 1] && Report_Efficiency[DATE] <= Report_Efficiency[DATE END Current Week - 1])
)
 
The grain of the table is Date, employee. 
 
Help and thanks!
1 ACCEPTED SOLUTION
ConnieMaldonado
Resolver II
Resolver II

I figured this out.

 

To calculate the Start date, I used the following:

 

DATE START Current Week - 1 =
 
/* Get End date in slicer  */
VAR sEndDate = MAX( 'DATE Dim'[DATE] )
 
/* Get weekday of date, Monday is 1 */
VAR vEndDateDay = WEEKDAY( sEndDate, 2 )
 
/* Calculate how many days to add to bring to Friday - I could have figured out how many to get to preceding Saturday which is the start date (weeks are Saturday to Friday), but I did it this way as I also need to calculate the same for week - 2 (preceding week).  I didn't get fancy, just used IF statements.  It works.  */
VAR vDateAddition = IF(vEndDateDay = 1, 4, IF(vEndDateDay = 2, 3, IF(vEndDateDay = 3, 2, IF(vEndDateDay = 4, 1, IF(vEndDateDay = 6, 6, IF (vEndDateDay = 7, 5, 0))))))
 
/* Add vDateAddition to get to Friday following end date, subtract 7 to get to prior Friday, and subtract 6 to get to Saturday preceding prior Friday.  As I said, in step above, I could have figured out how many to subtract to get to prior Friday rather than Friday following eliminating the need to subtract 7. */
VAR WeekEndingMinus1 = sEndDate + vDateAddition -7 - 6

RETURN
WeekEndingMinus1

 

To calculate SALES for dates during the week, I used the following:

 

SALES Current Week - 1 =
CALCULATE(
SUMX(TABLE, TABLE[Sales]),
FILTER(
'TABLE', TABLE[DATE] >= MAXX(TABLE,TABLE[DATE START Current Week - 1]) &&
TABLE[DATE] <= MAXX(TABLE,TABLE[DATE END Current Week - 1])
)
)

View solution in original post

1 REPLY 1
ConnieMaldonado
Resolver II
Resolver II

I figured this out.

 

To calculate the Start date, I used the following:

 

DATE START Current Week - 1 =
 
/* Get End date in slicer  */
VAR sEndDate = MAX( 'DATE Dim'[DATE] )
 
/* Get weekday of date, Monday is 1 */
VAR vEndDateDay = WEEKDAY( sEndDate, 2 )
 
/* Calculate how many days to add to bring to Friday - I could have figured out how many to get to preceding Saturday which is the start date (weeks are Saturday to Friday), but I did it this way as I also need to calculate the same for week - 2 (preceding week).  I didn't get fancy, just used IF statements.  It works.  */
VAR vDateAddition = IF(vEndDateDay = 1, 4, IF(vEndDateDay = 2, 3, IF(vEndDateDay = 3, 2, IF(vEndDateDay = 4, 1, IF(vEndDateDay = 6, 6, IF (vEndDateDay = 7, 5, 0))))))
 
/* Add vDateAddition to get to Friday following end date, subtract 7 to get to prior Friday, and subtract 6 to get to Saturday preceding prior Friday.  As I said, in step above, I could have figured out how many to subtract to get to prior Friday rather than Friday following eliminating the need to subtract 7. */
VAR WeekEndingMinus1 = sEndDate + vDateAddition -7 - 6

RETURN
WeekEndingMinus1

 

To calculate SALES for dates during the week, I used the following:

 

SALES Current Week - 1 =
CALCULATE(
SUMX(TABLE, TABLE[Sales]),
FILTER(
'TABLE', TABLE[DATE] >= MAXX(TABLE,TABLE[DATE START Current Week - 1]) &&
TABLE[DATE] <= MAXX(TABLE,TABLE[DATE END Current Week - 1])
)
)

View solution in original post

Helpful resources

Announcements
PBI User Groups

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group!

MBAS on Demand

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

July 2021 Update 768x460.png

Check it out!

Click here to read more about the July 2021 Updates

Power Query PA Forum 768x460.png

Check it out!

Did you know that you can visit the Power Query Forum in Power BI and now Power Apps

Top Solution Authors
Top Kudoed Authors