Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
mikesdunbar
Frequent Visitor

Group data by start and end date

I want to be able to measure (avg, sum, high, low) values (dollars, hours) based on a start and end date. I have two tables:

 

Raw Data [Table 1]

DatePersonHoursSales
1/5/2023Joe201000
2/5/2023Joe151500
3/5/2023Joe152000
4/5/2023Joe253000
5/5/2023Joe201000
6/5/2023Joe155000
1/5/2023Mary201000
2/5/2023Mary151500
3/5/2023Mary152000
4/5/2023Mary253000
5/5/2023Mary201000
6/5/2023Mary155000

 

 

Phase Dates [Table 2]

PhaseStartEnd
Phase 11/1/20232/28/2023
Phase 23/1/20234/30/2023
Phase 35/1/20236/30/2023

 

I'd like to have a table where I can have all the hours and sales summed per phase. Something like this:

 

PhaseHoursSales
Phase 1705000
Phase 28010000
Phase 37012000

 

It would also be nice to have those phases in a slicer to filter other data too. 

 

Thanks!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@mikesdunbar , You can try a measure like

 

Sum Sales = Sumx('Table 2', Sumx(FILTER('Table 1', 'Table 1'[Date] >= 'Table 2'[Start] && 'Table 1'[Date] <= 'Table 2'[End]), 'Table 1'[Sales]))

Sum Hours = Sumx('Table 2', Sumx(FILTER('Table 1', 'Table 1'[Date] >= 'Table 2'[Start] && 'Table 1'[Date] <= 'Table 2'[End]), 'Table 1'[Hours]))

 

amitchandak_0-1705116273510.png

 

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

How did you arrive at the sales and hours figures in the third table?


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

Hi Ashish,

I realize now that the tables are hard to make out without borders between cells. Table 2 lists all the Phases and their respective start and finish dates e.g. Phase 1 starts 1/1/2023 and finishes 2/28/2023. That final table sums the hours and sales based on the date range. 

 

On the subject of unclear tables, do you know how I could add borders? The tables were inserted here and I tried to do advanced table properties and it didn't do anything. 

amitchandak
Super User
Super User

@mikesdunbar , You can try a measure like

 

Sum Sales = Sumx('Table 2', Sumx(FILTER('Table 1', 'Table 1'[Date] >= 'Table 2'[Start] && 'Table 1'[Date] <= 'Table 2'[End]), 'Table 1'[Sales]))

Sum Hours = Sumx('Table 2', Sumx(FILTER('Table 1', 'Table 1'[Date] >= 'Table 2'[Start] && 'Table 1'[Date] <= 'Table 2'[End]), 'Table 1'[Hours]))

 

amitchandak_0-1705116273510.png

 

That did it, thank you!

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.