cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Helper II
Helper II

DAX calculate filter date lower than today

Hi guys,

 

I have this DAX Measure but i need to add one more filter in order to get results of all balance due invoice where DueDate is smaller than today.

 

Balance Due Invoice Euro = CALCULATE(SUM(Fact_CustLedgerEntryDetailed[Amount]),

                            FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[EntryStatus] = "Open"),

                            FILTER(Fact_CustLedgerEntry, Fact_CustLedgerEntry[DescriptionType] = "Order"),

                             FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[CustomerPostingGroup] = "BIN"),

                           Fact_CustLedgerEntry[DueDate] < Fact_CustLedgerEntry[Today]

                              )

 

 

Unfortunatly this measure doestn work. Any suggestions?

 

Many thanks

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Super User VII
Super User VII

Re: DAX calculate filter date lower than today

@rsanyoto try following and if doesn't explain what is not working, error or getting the wrong result if the wrong result then share sample data and expected output

 

Balance Due Invoice Euro = 
CALCULATE(SUM(Fact_CustLedgerEntryDetailed[Amount]),
Fact_CustLedgerEntry[EntryStatus] = "Open",
Fact_CustLedgerEntry[DescriptionType] = "Order",
Fact_CustLedgerEntry[CustomerPostingGroup] = "BIN",
Fact_CustLedgerEntry[DueDate] < 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!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.






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.





View solution in original post

2 REPLIES 2
Highlighted
Super User VII
Super User VII

Re: DAX calculate filter date lower than today

@rsanyoto try following and if doesn't explain what is not working, error or getting the wrong result if the wrong result then share sample data and expected output

 

Balance Due Invoice Euro = 
CALCULATE(SUM(Fact_CustLedgerEntryDetailed[Amount]),
Fact_CustLedgerEntry[EntryStatus] = "Open",
Fact_CustLedgerEntry[DescriptionType] = "Order",
Fact_CustLedgerEntry[CustomerPostingGroup] = "BIN",
Fact_CustLedgerEntry[DueDate] < 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!

Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.






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.





View solution in original post

Highlighted
Helper I
Helper I

Re: DAX calculate filter date lower than today

Hi @rsanyoto ,

 

You could use the built in DAX function for today's date - TODAY().

 

See DAX below:

 

Balance Due Invoice Euro = CALCULATE(SUM(Fact_CustLedgerEntryDetailed[Amount]),

                            FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[EntryStatus] = "Open"),

                            FILTER(Fact_CustLedgerEntry, Fact_CustLedgerEntry[DescriptionType] = "Order"),

                             FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[CustomerPostingGroup] = "BIN"),

                           FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[DueDate] < TODAY())

                              )

 

Remember to ensure your due date column is formatted as a Date or Date/Time.

 

It's also good practice to create a CALENDAR table containing a list of dates. You can then create a relationship between that and the DueDate, and filter via the Calendar table. The DAX for that would look like so:

 

Balance Due Invoice Euro = CALCULATE(SUM(Fact_CustLedgerEntryDetailed[Amount]),

                            FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[EntryStatus] = "Open"),

                            FILTER(Fact_CustLedgerEntry, Fact_CustLedgerEntry[DescriptionType] = "Order"),

                             FILTER(Fact_CustLedgerEntry,Fact_CustLedgerEntry[CustomerPostingGroup] = "BIN"),

                           FILTER(CALENDAR,CALENDAR[Date] < TODAY())

                              )

 

 

Helpful resources

Announcements
Upcoming Events

Upcoming Events

Wondering what events you could join or have an event to promote yourself? Check out our Upcoming Events.

Upcoming Events

Community Summit North America – Join Online!

Join this community-driven Power Platform digital event for unbiased support and problem-solving.

Experience what’s next for Power BI

Join us for an in-depth look at the new Power BI features and capabilities at the free Microsoft Business Applications Launch Event.

Community Blog

Community Blog

Visit our Community Blog for articles, guides, and information created by fellow community members.

Top Solution Authors