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Cumulative Sum Across Multiple Date Columns

I am attempting to create a cumulative sum balance that evaluates two different date columns across an evaluation date array. An example of what I'm trying to achieve is attached below via a series of image snapshots. For example, for a permit to be an "open permit" at the time of the evaluation month, it must have a permit date (column J) that is <= the evaluation date AND a spud date (column K) that is > the evaluation date. The dax formula I have set up does not achieve this result. Any suggestions?

 

Raw data summary capture:

RawData_Capture.PNG

 

Desired result calculation and visual in excel:

ExcelCalcs_Capture.PNG

 

PowerBI relationships:

PowerBI_Desktop_relationship_capture.PNG

 

PowerBI DAX formula for open permits yielding incorrect result:

PowerBI_Desktop_permits_calc_capture.PNG

1 ACCEPTED SOLUTION

Accepted Solutions

@MountainHorn,

 

You may disable the relationship and change the right side of inequality to MAX ( Date_Table[Date] ).

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
Super User III
Super User III

Hi,

 

It is impossible to understand your question with such small screenshots.  Share the link from where i can download your file.  Show the expected result there as well.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks for replying. Links to the two files below:

 

Desktop PBIX File

 

Excel file including desired result

 

@MountainHorn,

 

You may disable the relationship and change the right side of inequality to MAX ( Date_Table[Date] ).

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Hi,

 

Sorry for the late revert.  I tried but was unsuccessful in solving the problem.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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