Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
summerpolice
Regular 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
v-yulgu-msft
Employee
Employee

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.

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
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.