I have a visual in PowerBI showing values by quarter and I want to show only the quarter that are before or equal to the selected date in a segment, how to do that ?
When I use the segment the interaction on the other visuals filter only on the equal selection. I want the dates filtered before or equal the selection. I don't want to use the date silder because I want the selection to be only by quarter and not on a specific date.
Below is a screenshot of what I'm looking for :
(i) it shows the current behavior based on the selection
(ii) it shows what I would like to do
This is my model (I have two data tables related to one date table)
I tried this query but it doesn't work
Total Numbers =
CALCULATE(
SUM('T_Data_1'[Numbers]),
FILTER(
T_Data_1,
T_Data_1[Date] <= MAX(T_Dates[TrimestreDate])
)
)
I also tried Dynamic Parameter M but I'm not using Direct Query so I wasn't able to bind the paramater and my report will be published on PowerBI Report Server that doesn't support the feature.
Someone found the solution from another forum so I share it here:
It requires to create an additional date table independant from the others. I created this independant table based on the first date table so I have the same threashold:
T_Dates_Ind = GENERATE (
DISTINCT(T_Dates[TrimestreDate]),
VAR trimestreDate = [TrimestreDate]
VAR year =
YEAR ( trimestreDate )
VAR quarterMiddle =
CONCATENATE("Trim ",QUARTER(trimestreDate))
RETURN
ROW (
"Année, Trim", year & " " & quarterMiddle
))
I keep it with no relation and then I can get the selected date to use it as value to filter the measure:
Total Numbers To Selected Quarter =
VAR _max = MAXX(ALLSELECTED(T_Dates_Ind),T_Dates_Ind[TrimestreDate])
VAR _min = DATE(YEAR(_max)-1,MONTH(_max),DAY(_max))
RETURN
CALCULATE(SUM(T_Data_1[Numbers]), FILTER(T_Dates, T_Dates[Date] <= _max && T_Dates[Date] >= _min))
Link to the video the guy shared: https://www.youtube.com/watch?v=44fGGmg9fHI