How to partially apply filter context

[HaNguyen97]

I have data like this 

Segment	Company	Principal	Date	Amount
A	1	ABC	1/3/2024	100
A	1	ABC	1/4/2024	300
A	1	DEF	1/5/2024	230
A	1	ABC	1/6/2024	140
A	1	ABC	1/7/2024	200
B	1	MNO	1/1/2024	100
B	1	DEF	1/2/2024	200
B	1	MNO	1/3/2024	100
B	1	MNO	1/4/2024	300
B	1	DEF	1/5/2024	230
B	1	MNO	1/6/2024	140
B	1	MNO	1/7/2024	200
B	1	ABC	1/8/2024	200

I need get the MAX(count the distinct value of date from Jan of selected Year to selected Month) and the filter context need to be applied partially.

For example, if I select 1/7/2024, then segment A will have 5 Month, segment B will have 7 Month Count. But since principal ABC is not in the list of segment B from 1/1/2024 to 1/7/2024, segment B will not be counted.

The expected result will be:

Company	Principal	Count distinct Date YTD
1	ABC	5

I have tried Allexcept and AllSelected but it doesn't give me corrected result.
If I used Allexcept:

VAR MaxDate =
MAX ( 'Dim Date'[Date] )
RETURN CALCULATE(
DISTINCTCOUNT(Table[Date]),
FILTER(ALL('Dim Date'),'Dim Date'[Year]=YEAR(MaxDate)&&'Dim Date'[Date]<=MaxDate),
ALLEXCEPT(Table,Table[Segment]),
USERELATIONSHIP( Table[Date],'Dim Date'[Date])
)

it will ignore completely all filter and give me 7

if I used AllSelected

VAR MaxDate =
MAX ( 'Dim Date'[Date] )
RETURN CALCULATE(
DISTINCTCOUNT(Table[Date]),
FILTER(ALL('Dim Date'),'Dim Date'[Year]=YEAR(MaxDate)&&'Dim Date'[Date]<=MaxDate),
ALLSELECTED(Table[Segment]),
USERELATIONSHIP(Table,'Dim Date'[Date])
)

It will take the filter Copmany=A and Principal=ABC into account and only give me 4.

Could anyone help me?

[v-tangjie-msft · Accepted solution]

Hi @HaNguyen97 ,

According to your description, here are my steps you can follow as a solution.

(1) This is my model relationship. Because you are doing partial screening, sometimes model relationships can affect the results. You can use the CROSSFILTER function in the calculation to change the relationship to none if you need a model relationship.

(2) We can create a slicer table.

Slicer Table = VALUES('Table'[Principal])

(3) We can create measures. 

Measure 1 = 
VAR MaxDate =
    MAX ( 'Dim Date'[Date] )
RETURN CALCULATE(DISTINCTCOUNT('Table'[Date]),FILTER(ALLSELECTED('Table'), YEAR('Table'[Date])=YEAR(MaxDate) && 'Table'[Date]<=MaxDate ))

Measure 2 = 
var _table= CALCULATETABLE(VALUES('Table'[Segment]),'Table'[Principal] in VALUES('Slicer Table'[Principal]) && 'Table'[Date]<=MAX('Dim Date'[Date]))

RETURN CALCULATE([Measure 1],FILTER(ALL('Table'),'Table'[Segment] in _table))

Flag = IF( MAX('Table'[Principal]) in VALUES('Slicer Table'[Principal]),1,0)

(3) Place [Flag=1] on the visual object screening and then the result is as follows.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

[HaNguyen97]

This looks great, thanks for your support.