Filter based on Date and value

[Anonymous]

Hi,

I try to filter a column based on its value and date range.

Case description:

A sales person is already in database, but from this month we want to have her in the report. Basically we want to filter out the historical data related to her. How could I do this?

There is a relation between Sales table and Date table on Date.

Thanks,

[Anonymous]

@amitchandak  Hi and thanks for the reply on my question. The relationship is abctive! What I need is a formula/measure I can use to filter on a particular Sales person from this month and after! 

[PC2790]

If you want the data to be included in your visual for that particular perosn, you need to refresh your report.

If you are looking for a way to visualise the data for that particular person, create a measure like the below:

SalesbyMark = Calculate([TotalSales],FILTER(YourTable,YourTable[SalesPersonName] = "Mark"))

<I have taken Mark as an example>

and use this measure to visualise on a month on month bases:

You can also use a Slicer with name of the Sales Person and use that to view the data if that particular person.

[Anonymous]

Hi @PC2790  and thanks,

But my question is if to filter this person by date as well?

Let's say I need to have Mark in total sales from september and NOT before september.

Thanks

[amitchandak]

@Anonymous , if sales and date table are joined with each other and have active join then it should filter using that active join when you filter date table. for inactive join, you have to use userelationship

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in-power-bi