cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Helper I
Helper I

Sum between two dates, ignoring the dates before my start of the year

Hello, 

I have to calculate a SUM of my new clients between two dates. 

- The date I choose from my filter

- The first day of the year of the date I choose from my filter 

 

So for example, the date I choose from my filter is 23/05/2020. So my SUM has to be between 1/01/2020 and 23/05/2020. This SUM doesn't have to include all the dates before 1/01/2020.

 

So I did something like that: 

Measure = CALCULATE(SUM('Table'[MY_NEW_CLIENTS);FILTER(ALLEXCEPT('TABLE';'TABLE'[CLIENT_TYPE_ID]); 'TABLE'[DATE] >= STARTOFYEAR('TABE'[DATE])&&'TABLE'[DATE] <=SELECTEDVALUE('TABLE'[DATE])))
 
The issue is, this measure also gives me the sum of all dates before my startoftheyear, whilst it should return only the sum between 1/01/2020 and 23/05/2020
 
Any ideas? 
 
Thank you
 
 
2 ACCEPTED SOLUTIONS

Accepted Solutions
Highlighted
Super User IV
Super User IV

Re: Sum between two dates, ignoring the dates before my start of the year

@MCacc - 

Perhaps:

Measure =
  VAR __Date = SELECTEDVALUE('Table'[DATE])
  VAR __First = DATE(YEAR(__Date),1,1)
RETURN
  SUMX(FILTER('Table',[DATE] >= __First && [DATE] <= __Date),[MY_NEW_CLIENTS])

---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Highlighted
Community Support
Community Support

Re: Sum between two dates, ignoring the dates before my start of the year

Hi @MCacc ,

 

You may create measure like DAX below.

 

Measure =

Var _FilterDate= SELECTEDVALUE( 'TABE'[DATE])

Var _FirstDate= DATE(YEAR ( 'TABE'[DATE]) , 1,1)

Return

CALCULATE(SUM('Table'[MY_NEW_CLIENTS),FILTER(ALLEXCEPT('TABLE', 'TABLE'[CLIENT_TYPE_ID]), 'TABLE'[DATE] >= _FirstDate&&'TABLE'[DATE] <=_FilterDate))

 

Best Regards,

Amy 

 

Community Support Team _ Amy

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

View solution in original post

3 REPLIES 3
Highlighted
Super User IV
Super User IV

Re: Sum between two dates, ignoring the dates before my start of the year

@MCacc - 

Perhaps:

Measure =
  VAR __Date = SELECTEDVALUE('Table'[DATE])
  VAR __First = DATE(YEAR(__Date),1,1)
RETURN
  SUMX(FILTER('Table',[DATE] >= __First && [DATE] <= __Date),[MY_NEW_CLIENTS])

---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Highlighted
Super User IV
Super User IV

Re: Sum between two dates, ignoring the dates before my start of the year

@MCacc , is that not YTD ?

Example

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

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
My Recent Blog -Week is not so Weak Connect on Linkedin

Proud to be a Super User!

Highlighted
Community Support
Community Support

Re: Sum between two dates, ignoring the dates before my start of the year

Hi @MCacc ,

 

You may create measure like DAX below.

 

Measure =

Var _FilterDate= SELECTEDVALUE( 'TABE'[DATE])

Var _FirstDate= DATE(YEAR ( 'TABE'[DATE]) , 1,1)

Return

CALCULATE(SUM('Table'[MY_NEW_CLIENTS),FILTER(ALLEXCEPT('TABLE', 'TABLE'[CLIENT_TYPE_ID]), 'TABLE'[DATE] >= _FirstDate&&'TABLE'[DATE] <=_FilterDate))

 

Best Regards,

Amy 

 

Community Support Team _ Amy

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

View solution in original post

Helpful resources

Announcements
August 2020 Community Challenge: Can You Solve These?

August 2020 Community Challenge: Can You Solve These?

We're excited to announce our first cross-community 'Can You Solve These?' challenge!

Community Blog

Community Blog

Visit our Community Blog for articles, guides, and information created by fellow community members.

Upcoming Events

Upcoming Events

Wondering what events you could join or have an event to promote yourself? Check out our Upcoming Events.

Get Ready for Power BI Dev Camp

Get Ready for Power BI Dev Camp

We are thrilled to announce we will begin running a monthly webinar series named Power BI Dev Camp.

Top Solution Authors
Top Kudoed Authors