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dlopezm
Frequent Visitor

CALCULATE filter is overriding other Calendar table columns

Hi, 

 

I have a table with Budget for past years and current year. Budget measure. Axis from visualization comes from Calendar Table. 

Budget.png

 

 

Data Model with Calendar Table. Calendar Table is defined in Query Editor. 

Data Model.png

 

Then i use CALCULATE to modify the filters and obtain just current year budget. Everything ok until here. 

Budget Offset.png

 

But when I add Calendar[Date] <= TODAY() as a second filter, I get the same value for all months, including months not from current year. 

 

Budget Today.png

 

What I was expecting was to obtain just the budget from each one of the months in current year that have already passed. 

 

What am I not seeing? Is CALCULATE() overriding a filter? Which one and why?

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@dlopezm try this

 

Budget Current Year = 
CALCULATE ( [Budget], Calendar[Year Offset] = 0,
KEEPFILTERS( Calendar[Date] <= TODAY() )
)

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View solution in original post

4 REPLIES 4
parry2k
Super User
Super User

@dlopezm try this

 

Budget Current Year = 
CALCULATE ( [Budget], Calendar[Year Offset] = 0,
KEEPFILTERS( Calendar[Date] <= TODAY() )
)

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

 



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.

Thanks @parry2k  , your proposal is working. 

 

But my question is also "Why is CALCULATE() overriding the filters applied to the visualization?" since I'm not using the Calendar[Date] column as a filter in any place of the visualization. 

@dlopezm  when you are using condition like this Table[Date] <= TODAY(), it is converted to FILTER( ALL ( Table[Date] ), Table[Date] <= TODAY() ) and that's why the value was repeating. Hope it helps.

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!



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.

What I'm not getting is: why does the visualization removes Calendar[Year] and Calendar[Month] as filters when I use Calendar[Date] <= TODAY() inside CALCULATE()  but it doesn't remove the filter when I use Calendar[Year Offset] = 0 , even though they are coming from the same table, the Calendar table.

 

Does my question make any sense @parry2k ?

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