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

Summarize and Slice based on time period( start and end date)

 Start Date End Date Name BalanceStart yearEnd year
1/1/201412/31/2014XX10020142014
1/1/201512/31/2015XX20020152015
1/1/201612/31/2016XX30020162016
8/1/20157/31/2016YY40020152016
8/1/20167/31/2017YY50020162017
8/1/20177/31/2018YY60020172018

 

I am trying to calculate my balance exposure as of a  random date between the start and end date. Let me know if you help me in this

1. I need to create a date dimension so thatIcan pick any date and say how much is the balance of that day 

if I pick 9/1/2016 my exposure is - 300+500

2. I also a need a financial year exposure.Filter all rows with exposure in the year 2016 ( slicer by any year).In this case, the rows will be 3,4,5 as the start and end year can be in 2016 ...

3. Using the slicer( date dimension), I want to select all rows where the eg Like start date > date dimension -30 days or end date < date dimension +30 days

 

Any thoughts .Thanks for your help

2 REPLIES 2
Microsoft v-yulgu-msft
Microsoft

Re: Summarize and Slice based on time period( start and end date)

Hi @summerpolice

 

Create below measure. Dim is a calendar table which used as date dimension for users to pick up any date.

Sum balance =
CALCULATE (
SUM ( 'time period'[ Balance] ),
FILTER (
'time period',
AND (
'time period'[Start Date] <= MAXX ( ALLSELECTED ( dim[Date] ), 'dim'[Date] ),
'time period'[ End Date] >= MAXX ( ALLSELECTED ( dim[Date] ), 'dim'[Date] )
)
)
)

Thanks,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
summerpolice Frequent Visitor
Frequent Visitor

Re: Summarize and Slice based on time period( start and end date)

Thanks it helps but i am still running into few issues.

 

If i pick a range of date in "Dim" , how do i identify all the rows in "timeperiod" which fall in the range and get a sum of balance.

The exposure could be as of  a day or for a range of days

Helpful resources

Announcements
New Ranks and Rank Icons in 2020

New Ranks and Rank Icons in 2020

Read the announcement for more information!

New Kudos Given Badges Coming

New Kudos Given Badges Coming

We're rolling out new Kudos Given badges. Find out how many Kudos you've given.

Power Platform World Tour

Power Platform World Tour

Find out where you can attend!

Top Kudoed Authors (Last 30 Days)