Filter table based on related table with inactive relation

[Hennadii]

Initial Data

A Data Model with relations and draft of a Report Page are attached.

Target
When a Period selected in a slicer (from a List), the Created Actions and Closed Actions tables should be appropriately filtered:
Created Actions - shows created actions within selected Period;

Closed Actions - shows closed actions within selected Period.

As far I understand, there should be used USERELATIONSHIP within CALCULATE function. But I'm confused to write complete expression for each table.

Created Actions =
CALCULATE (
     ... 
     USERELATIONSHIP ( 'Actions'[Created On], 'Calendar'[Date] )
)

Closed Actions =
CALCULATE (
     ... 
     USERELATIONSHIP ( 'Actions'[Closed On], 'Calendar'[Date] )
)

Please, help me to create and filter Created Actions and Closed Actions tables.

Example

Data

Periods

ID		Period Name		Start Date		End Date
1		Period 1		01/01/2020		01/10/2020
2		Period 2		01/11/2020		01/20/2020

Dates and Periods

Date		Period
01/01/2020		Period 1
....		Period 1
01/10/2020		Period 1
01/11/2020		Period 2
...		Period 2
01/20/2020		Period 2

Actions

ID		Description		Created On		Closed On
1		Action 1		01/01/2020		01/25/2020
2		Action 2		01/10/2020		01/11/2020
3		Action 3		01/15/2020		01/20/2020
4		Action 4		01/16/2020

Expected Result

Case #1 - selected Period 1 (01/01 - 01/10).
A content of the two tables is a following:

Created Actions:

ID		Action
1		Action 1 (01/01 - 01/25)
2		Action 2 (01/10 - 01/11)

Closed Actions:

(blank table)

Case #2 - selected Period 2 (01/11 - 01/20).

A content of the two tables is a following:

Created Actions Table:

ID		Action
3		Action 3 (01/15 - 01/20)
4		Action 4 (01/16 - blank)

Closed Actions:

ID		Action
2		Action 2 (01/10 - 01/11)
3		Action 3 (01/15 - 01/20)

[v-shex-msft]

HI @Hennadii,

I'd like to suggest you create calculated tables to expand raw table records range and you can use them to link raw tables and calendars. It should help to do other advanced analysis.

Spread revenue across period based on start and end date, slice and dase this using different dates 

Regards,

Xiaoxin Sheng

[Hennadii]

Hi @v-shex-msft , that could be a way to solution. But it does not give me expected result for now.

I created additional table as you suggested in the post you mentioned.

Dates and Actions = 
VAR _calendar = 
    CALENDAR( MIN( 'Actions'[Created On]), MAX( 'Actions'[Closed On] ) )
RETURN
    SELECTCOLUMNS(
        FILTER (
            CROSSJOIN('Actions', _calendar),
            'Actions'[Created On] <= [Date] &&
            'Actions'[Closed On] >= [Date]
        ),
        "Action ID", 'Actions'[ID],
        "Date", [Date]
    )

Here attached updated Model. One note to dates:

• Start Date and End Date in Period table do not overlap each other --> 1-1 relation between Calendar and Dates and Periods. 
• Created On and Closed On in Actions table can overlap each other --> 1-* relation between Calendar and Dates and Actions. 
  

When I place Action ID from Dates and Actions into Report Page (in a Table view), and select a Period from a slicer, it shows all Actions ID which overlap Start / End Dates of the selected Period.

In that case if Action 1 has dates 01/01 - 01/30 and Period dates  01/10 - 01/20, the Action 1 will be shown in the results but it is not correct as I need to see only Actions which were Closed or Created in the selected Period.

[Hennadii · Accepted solution]

Thank you all for assistance @amitchandak , @parry2k , @v-shex-msft 

I've got the solution!
I'll leave it here in case some one other faced the same situation:

I proceeded with solution to create intermediate table as following

Dates and Actions = 
VAR _calendar = 
    CALENDAR( MIN( 'Actions'[Created On]), MAX( 'Actions'[Closed On] ) )
RETURN
    SELECTCOLUMNS(
        FILTER (
            CROSSJOIN('Actions', _calendar),
            'Actions'[Created On] = [Date] ||
            'Actions'[Closed On] = [Date]
        ),
        "Action ID", 'Actions'[Action ID],
        "Date", [Date],
        "Event" , IF('Actions'[Created On] = [Date], "Created", "Closed" )
    )

The Dates and Actions table should has relations as in the post above.

In a Report Page needed to:

1. Drop column Action ID from the Dates and Actions table;
2. Make sure that it appears as Table;
3. Expand Filter pane and drop Event from the Dates and Actions table into "Add data fields here" section;
4. Make a copy of the table;
5. Name one table as Created Actions and select Created in the Filter pane;
6. Name another table as Closed Actions and select Closed in the Filter pane.

After that, by selecting a Period in the slicer, only Created and Closed Actions within the period will be listed in two tables.

P.S. I'm sure, there should be a way to solve it using inactive relations without creating additional Dates and Actions table.

I'm sure about that, because if set active relation between Actions[Created On] and Calendar[Date] (see Data Model in the first post), the Actions table in a Report Page is filtered to only Created actions for the selected Period.

And it can be filtered to show only Closed actions if change active relation to Actions[Closed On] and Calendar[Date]

Unfortunatelly, there is no way to keep both relations as active ...

I'll give kudo and set "Accept as Solution" if someone propose how to do it through inactive relations.

[amitchandak]

@Hennadii , your approach seems right, the period is coming via date so should work.

Refer to my example of how to use userelation has been used with two dates

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

[Hennadii]

@amitchandak , you evaluated numbers in CALCULATE function, but I'd like to return columns or tables. I do not think I should write some comparison on dates, as it should come from relations. What should be written in Expression of CALCULATE function?

[amitchandak]

@Hennadii ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

[Hennadii]

Sorry @amitchandak and @parry2k for confusing. I've updated my post with examples and expected results, so, I hope the issue I faced become more clear.

Looking forward for your advices.

[parry2k]

@Hennadii let's assume you are counting rows of actions for created and closed on, you will have two measures like this

Create On Count = 
CALCULATE ( COUNTROWS( TableAction ), USERELATIONS( TableAction[CreatedOn], Calendar[Date] ) )

Create On Count = 
CALCULATE ( COUNTROWS( TableAction ), USERELATIONS( TableAction[ClosedOn], Calendar[Date] ) )

if it doesn't work, provide more context to your problem with sample data and share what you are trying to achieve,

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!

[Hennadii]

@parry2k , yes, the measures you provided work, but they count number of Actions.
I want to see these Actions as a list (column with values), not just a total number for selected Period.

[parry2k]

@Hennadii what is your expected output? it is not clear. 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