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EricPeabody
Frequent Visitor

Measure to harvest date when another measure equals a particular value

Howdy! I have a visual that shows supply versus demand. I have a measure called "Future Surplus" which is the difference between supply and demand. I am trying to create a measure that dynamically reports the year that the Future Surplus measure equals zero (the breakeven date) so that I can use it to drive the X-axis Constant Line. I have used a hard-coded x-axis constant in the screenshot below to simulate what I am trying to achieve. This seems like it should be a fairly simple measure to create but after trying a dozen or so options I have not yet succeeded. Here is a vastly simplified model that has all the relevant relationships and measures: https://app.box.com/s/3wbh70ykqha2axmqukpigwbfyjk3eplz

 

My first impulse was to iterate through the date table like this:

CALCULATE(
     MAXX(LookupDate,LookupDate[Fiscal Year]),
     [Future Surplus]>0
)
 

I think I need to create a virtual table and then check for the max Fiscal Year, but I am not quite getting there. I would appreciate any help. Thanks!

 

Screenshot 2021-09-14 111855.png

1 ACCEPTED SOLUTION

Hi,

Download my PBI file from here.

Hope this helps.

Untitled.png


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

View solution in original post

5 REPLIES 5
parry2k
Super User
Super User

@EricPeabody try this measure:

 

Max Value =

CALCULATE(
     MAXX(ALLSELECTED(LookupDate[Fiscal Year]),
     [Future Surplus]
)

 

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Thanks for the reply @parry2k. That measure returns 0. Somehow I need a way to pull that one date where the Future Surplus measure equals zero. I edited my post above to include a vastly simplified PBIX file with all the relevant relationships and measures: https://app.box.com/s/3wbh70ykqha2axmqukpigwbfyjk3eplz

Hi,

Download my PBI file from here.

Hope this helps.

Untitled.png


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

Thank you @Ashish_Mathur that was totally the ticket! That totally makes sense. I was trying to do the filter the wrong way around. For those that don't want to DL the file, here is the DAX:

Breakeven Year =
MAXX (
    FILTER (
        ALL ( LookupDate[Fiscal Year] ),
        [Future Surplus] > 0
    ),
    LookupDate[Fiscal Year]
)

You are welcome.


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

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