cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
MunroA7 Regular Visitor
Regular Visitor

DAX Calculate Total Amount for next 4-6 Months rolling filter

Hello,

 

I've tried to figure this out and I can't get an example anywhere.  I'm pretty sure I'm doing this very inefficiently.

 

I want to calculate the future revenue for the next 4-6 months and display it in a stacked chart.  I have been able to calculate the revenue in a way I'm sure isn't really recommended but basically I have made two tables with the dates I wanted filtered in power query before bringing it into the model.  Then I've created two measures:

 

Next 3 Mth £ = CALCULATE([Quote Value £],DATESBETWEEN('Opportunity 3 Months'[estimatedclosedate],FIRSTDATE('Opportunity 3 Months'[estimatedclosedate]),LASTDATE('Opportunity 3 Months'[estimatedclosedate])))

 

Next 6 Mth £ = CALCULATE([Quote Value £],DATESBETWEEN('Date Est Close Date'[Date],firstdate('Opportunity 6 Months'[estimatedclosedate]),LASTDATE('Opportunity 6 Months'[estimatedclosedate])))

 

Then Next 4-6 Mth £ = [Next 6 Mth £]-[Next 3 Mth £].  It's not very elegant.  Clearly when I put this in a graph I get the right total then when I add dates it looks weird.

 

I have a Opportunity table with all the dates for next 18 months but I couldn't work out how to make the rolling date measures from that with the calculated filters so I made some extra tables filtered to the dates I wanted and then created the measures with those instead.  I'm sure I shouldn't be creating mutiple tables as it will take up memory.

 

Can anyone help at all?  Many thanks.

2 REPLIES 2
Community Support Team
Community Support Team

Re: DAX Calculate Total Amount for next 4-6 Months rolling filter

Hi @MunroA7,

 

It will be help if you share some sample file and screenshots.

 

Regards,

Xiaoxin Sheng

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



For learning resources/Release notes, please visit: | |
MunroA7 Regular Visitor
Regular Visitor

Re: DAX Calculate Total Amount for next 4-6 Months rolling filter

Not to worry, I did an Anti-Left join on my two tables and will calculated from the dates in that.  It's not very elegent but it will have to do!

Helpful resources

Announcements
Can You Solve These Challenge

Challenge: Can You Solve These?

Find out how to participate in the first Power BI 'Can You Solve These?' challenge.

Community News & Announcements

Community News & Announcements

Get your latest community news and announcements.

Virtual Launch Event

Microsoft Business Applications October Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

Community Kudopalooza

Win Power BI Swag with Community Kudopalooza!

Each week, complete activities and be qualified in the drawing for cool Power BI Swag.

Users Online
Currently online: 61 members 1,330 guests
Please welcome our newest community members: