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ballist1x Member
Member

Need help filtering dates with a Period slicer !

Hi all, i am trying to calculate a last period revenue figure, i.e sum the value of the sales of accounts b

 

H1[Final Amount] is the revenue (calculation)

H1[ posting date] are the order dates

Last Invoice Date = CALCULATE(MAX(H1[Posting Date]), ALLEXCEPT('H1', 'H1'[Customer Number]))

Select Period = IF(countrows(Period)=1, MAX(Period[Period]),BLANK())

 

period table is a table with 30, 60, 90, 120, 365 etc

 

i want to sum all the the Final Amount (£) for the date between Today minus the selected period, i.e 30 so today - 30 days and return the summed final amount of the accounts if the Today - 30 (for example)

 

 

this is my calculation but it doesnt return the results that i want:(

 

Last Period Revenue = CALCULATE(sum(H1[Final Amount (£)]), DATESBETWEEN(H1[Posting Date], DATEADD(LASTDATE(H1[Today]), -1*[Select Period], DAY), LASTDATE(H1[last invoice date])))

6 REPLIES 6
ballist1x Member
Member

Re: Need help filtering dates with a Period slicer !

if anyone can help to come up with a solution that would be great!

 

 

Community Support Team
Community Support Team

Re: Need help filtering dates with a Period slicer !

Hi @ballist1x,

 

Maybe you can try to use below measure if it works for your requirement:

Last Period Revenue =
VAR currentDate =
    MAX ( H1[Posting Date] )
RETURN
    CALCULATE (
        SUM ( H1[Final Amount (£)] ),
        FILTER (
            ALLSELECTED ( H1 ),
            Hi[Posting Date]
                >= currentDate - MIN ( [Select Period], 0 )
                && Hi[Posting Date] <= LASTDATE ( VALUES ( H1[last invoice date] ) )
        )
    )

If not help, please share sample or pbix file with expected results.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI
ballist1x Member
Member

Re: Need help filtering dates with a Period slicer !

@v-shex-msft

Hi unfortunately that just loops and doesnt provide a calulation.

Community Support Team
Community Support Team

Re: Need help filtering dates with a Period slicer !

HI @ballist1x,

 

I'd like some sample data for test.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI
ballist1x Member
Member

Re: Need help filtering dates with a Period slicer !

Hi @v-shex-msft

 

for example

 

YEAR_ENDINGPERIODPOSTING_DATENAV_NO_CODENAV_NO_DESCRIPTIONCustomer NumberCustomerDOCUMENT_NOQUANTITYRevenueCUSTOMER_NAMEMANUFACTURERRevenue GroupHierarchy Level 3
2018101/01/2018NX-11111HeinzACC155 INVOICE123120NewciHeinzeCONDIMENTSTEA
2018101/03/2018KTCH1KetchACC155 INVOICE125115DALEHeinzeCONDIMENTSLUNCH
2018101/01/2018SLDCRM1SALADACC156 INVOICE1266200BOROMWORCESTERCONDIMENTSLUNCH
Community Support Team
Community Support Team

Re: Need help filtering dates with a Period slicer !

HI @ballist1x,

 

Maybe you can take a look at following link:

Slicers For Selecting Last "X" Periods

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

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