Sum Value at the end of the month

[nannimora]

Hi,

I need your help to solve my problem

I have a table containing dates, values and status.

The goal is to have the trend by month. The sum must be paid at the end of each month. That is all the values from the beginning until the end of the month.

I need to sum all the value that have status "FALSE" before the end of the month and the value that have status "TRUE" after the same date.

For example:

date                   Value       Status

22/01/2019       100           False

25/01/2019       40             False

15/02/2019       60             False

24/02/2019       80            True

i would like to have the result: 

31/01/2019    220

(220 = 100+40+80)

28/02/2019   200

(200= 100+40+60)

I sum 80 in January because he is true after 31/01/2019, and i don't sum it in February because in 28/02/2019 it is TRUE.

I hope to be able to explain myself despite my English

Thanks

Giovanni

[v-lili6-msft · Accepted solution]

hi, @nannimora 

You could try this way as below:

Step1:

Add a date table and add an end of month column in it

Date = CALENDAR(MIN('Table'[Date]),MAX('Table'[Date]))

end of the month = ENDOFMONTH('Date'[Date])

Step2:

Create a relationship between date table and data table by date column.

Step3:

Create a measure like this:

Measure =
CALCULATE (
    SUM ( 'Table'[Value] ),
    FILTER (
        ALL ( 'Table' ),
        OR (
            'Table'[Date] <= MAX ( 'Date'[end of the month] )
                && 'Table'[Status] = FALSE (),
            'Table'[Date] > MAX ( 'Date'[end of the month] )
                && 'Table'[Status] = TRUE ()
        )
    )
)

Result:

here is pbix file, please try it.

Best Regards,

Lin

[v-lili6-msft · Accepted solution]

hi, @nannimora 

You could try this way as below:

Step1:

Add a date table and add an end of month column in it

Date = CALENDAR(MIN('Table'[Date]),MAX('Table'[Date]))

end of the month = ENDOFMONTH('Date'[Date])

Step2:

Create a relationship between date table and data table by date column.

Step3:

Create a measure like this:

Measure =
CALCULATE (
    SUM ( 'Table'[Value] ),
    FILTER (
        ALL ( 'Table' ),
        OR (
            'Table'[Date] <= MAX ( 'Date'[end of the month] )
                && 'Table'[Status] = FALSE (),
            'Table'[Date] > MAX ( 'Date'[end of the month] )
                && 'Table'[Status] = TRUE ()
        )
    )
)

Result:

here is pbix file, please try it.

Best Regards,

Lin

[nannimora]

Thank you so much @v-lili6-msft ,

now, with ALLSELECTED, it should be perfect. 

[nannimora]

Perfect and Thank You so much.

I modified your measure because I have to add the "false" values on one column [Value 1] and the True values on another [Value 2].

I just don't understand why the table if I wanted to filter it by customer or sales agent doesn't change. maybe for the Filter ALL?

Here's how I modified it:

Trend = 
CALCULATE (
    SUM ( 'Table' [Value 1]  );
    FILTER (
        ALL ( 'Table' ); 
            AND('Table' [Data] <= MAX ( 'Time'[Fine Mese] );'Table' [Status] = FALSE ()
            )
    )
)
+
CALCULATE (
    SUM ( 'Table' [Value 2]  );
    FILTER (
        ALL ( 'Table' ); 
            AND('Table' [Data] > MAX ( 'Time'[Fine Mese] ); 'Table' [Status]  = TRUE ()
            )
        
    )
)

[v-lili6-msft · Accepted solution]

hi, @nannimora 

Yes, it is because of the Filter ALL.

You could try to use ALLSELECTED instead of ALL

https://docs.microsoft.com/en-us/dax/all-function-dax

https://docs.microsoft.com/en-us/dax/allselected-function-dax

If you still have problem, just please share a simple sample pbix file and your expected out.

Best Regards,

Lin