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Palan22
Frequent Visitor

Calculate Sum of Values Based on Date and Product Type for filtering

Hello,

 

I need some guidance, I currently have a data table visual that is pulling the following information where the ‘Change’ calculated column = Sum of the current 'Received' value + any <= previous post date 'Received'values. Now, my issue here is that when I filter by ‘project type’ (using page filter), the ‘Change’ values are accounting for any previous post-date values regardless of the project type. How do I set it up to only calculate the Sum of all ‘Received’ units + any ‘Received’ units with the same project type that have a post-date that is =< than the current row’s post-date?

 

To give additional details about my setup, I have 3 data tables: ProjectID, Goals, and Services. The data table ProjectID has a relationship with both the goals and service tables based on the data [ProjectID] that is linking them all together. 

1 ACCEPTED SOLUTION

@v-rzhou-msft Hi! Thank you for reaching out to assist. I was able to figure it out by using the following:

Calculate(SUM(Services[Received]),Filter(All(Services[PostDate]),Services[PostDate] <= MAX(Services[PostDate])),Filter(All(Services[Status]),Services[Status] = "Completed"))

View solution in original post

3 REPLIES 3
v-rzhou-msft
Community Support
Community Support

Hi @Palan22 

Could you provide me a sample without sensitive data by your Onedrive for Business?

And show me your calculate logic to me.

It is better to show me a screenshot of the result you want.

This will make it easier for me to understand your requirement.

 

Best Regards,

Rico Zhou

@v-rzhou-msft Hi! Thank you for reaching out to assist. I was able to figure it out by using the following:

Calculate(SUM(Services[Received]),Filter(All(Services[PostDate]),Services[PostDate] <= MAX(Services[PostDate])),Filter(All(Services[Status]),Services[Status] = "Completed"))
parry2k
Super User
Super User

@Palan22 Read this post to get your answer quickly.

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490



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