ID Count For Current Month and Carry forward NULL values to next Month.(and more conditions)

[vivek_rana]

Hi  Power BI Community ,

I need support. Will appreciate the help.

I have 2 Date Columns , Open Date and Close Date.

Open Date                  Close Date                ID
1/1/2021                                                      A
1/1/2021                     1/1/2021                  B
2/1/2021                     2/15/2021                C
2/1/2021                     2/20/2021                D
2/1/2021                     7/31/2021                E
3/1/2021                     3/1/2021                  F

Users will have Date filter to choose Open and Close Date. (Do we create Calender Table Here?)

Based on the user selection ---- a period is Decided.

Lets Say user selected :
Start Date - 1/1/2021
End Date - 3/31/2021

Desired Output should be  this:

Month               First_Date_of_The_period                     Last_Day_Of_the_Period                              Count_of_ID
Jan                    1/1/2021                                               1/31/2021                                                           2
Feb                    2/1/2021                                               2/28/2021                                                          4
Mar                   3/1/2021                                               3/31/2021                                                           3

Challenge is to find the count of ID's Based on conditions:-

1.     IF Closedate is null   (in our case  - for id A) or

        greater than Last_Day_of_a_period. ( in our case for id F) , 

        then ID_count must add to next month ID count.

So,
For Jan we have 2 IDs , so ID count is 2.
For Feb we have 3 ID , but one null ID. So it should be added  to Feb count. So  count for feb should be 4.
And for March we have one null coming from Feb + 1 ID from March + One ID From Feb (id F ) as it is greater than 3 month period that user selected.

please find link for  excel file , with output working perfectly fine, but unable to do it power bi.

Please find Formulae in Column O.

https://drive.google.com/drive/folders/1ZarwBRxga1lyPcJiqVW-iFe44jfHoD0o?usp=sharing

ThankYou

[v-xiaotang]

Hi @vivek_rana 

"And for March we have one null coming from Feb + 1 ID from March + One ID From Feb (id F ) as it is greater than 3 month period that user selected."

Not sure how 3 comes, could you add more details?

I also create a sample to calculate the count, however, it seems the count_of_ID is 5 in March.

Best Regards,

Community Support Team _Tang

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

[VahidDM]

Hi @vivek_rana 

First, you need a Date table, there are many ways. see this link:

https://www.vahiddm.com/post/creating-calendar-table-with-3-steps

then you can create another table, and use that to cover this request:

New Table =
FILTER (
ALL ( table ),
Table[Open Date] >= MIN ( DateTable[Date] )
&& Table[Close Date] >= MAX ( DateTable[Date] )
)

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

Appreciate your Kudos!!