cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Misq
Frequent Visitor

Sales by day to selected date in filter

Hi all,

I need to create a measure that will return my sales by date from the beginning of the year to the selected date in the filter. So what I have in mind excatly is below:

 

1) I have calendar table.

2) Below sample of data

Date

Sales

11/1/2021

110$

1/1/2022

100$
1/2/2022100$
1/3/2022100$
3/1/2022100$
3/2/2022100$
4/1/2022100$

3) When I select in the date filter, for example 12/1/2021, I need to see on the chart all sales by date since the beginning of the year for 2021.

4) When I select in the date filter, for example 4/1/2022, I need to see on the chart all sales by date since the beginning of the year 2022.

I was looking for it but I can't find anything. The result should be like on the TimlineVisual but in the filter.

 

Can you give me an advice how to solve that case?

THANKS!

1 ACCEPTED SOLUTION
Misq
Frequent Visitor

Solved by my own 😄

Sales to date =
var _max = MAXX(ALLSELECTED(Date1), Date1[Date])
var _min = STARTOFYEAR(Date1[Date])

return
calculate( sum(data[amount]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))

View solution in original post

4 REPLIES 4
Misq
Frequent Visitor

Solved by my own 😄

Sales to date =
var _max = MAXX(ALLSELECTED(Date1), Date1[Date])
var _min = STARTOFYEAR(Date1[Date])

return
calculate( sum(data[amount]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))
amitchandak
Super User
Super User

@Misq , you want to display total then you can use a connected date table and datesytd

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

 

But if want to disply trend,

 

You need to use an independent date table for slicer

 

//Date1 is independent Date table, Date is joined with Table
new measure =
var _max = maxx(allselected(Date1),Date1[Date])
var _min = eomonth(_max,-1* month(_max) )+1
return
calculate( sum(Table[Value]), filter('Date', 'Date'[Date] >=_min && 'Date'[Date] <=_max))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI

 

 

 

Hi amitchandak,
I have a another calendar table (CalendarAuto) with no relationship to any of tables. This measure that you provided dont work excatly as I wanted, due to the fact it only shows values for last year (img).

Misq_1-1660811304411.png

and if I add the filter with the dates, it not showing me values for 2013. Any suggestions?

Misq
Frequent Visitor

Besides of that this measure, works for the months not for the days on X-axis

Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

BizApps LATAM 2023

Business Application LATAM Summit 2023

Join the biggest FREE Business Applications Event in LATAM this February.

Power Platform Bootcamp

Global Power Platform Bootcamp

In this bootcamp we will deep-dive into Microsoft’s Power Platform stack with hands-on sessions and labs, delivered to you by experts and community leaders.