Sharing my Power BI Template: Date Picker and DAX for counting members as of selected date

Rebecca Sundquist
Rebecca Sundquist Blackbaud Employee
Eighth Anniversary Kudos 2 Name Dropper Participant
in SKY Developer General Discussions

Description:

Use DAX to count active members by evaluating their join date and expiration dates around a user-selected date.

  1. Use a Slicer to select a date from a date picker
  2. Reference the selected date in CALCULATE() filter to count members with join date prior and expire date after
  3. Repeat for comparison to prior year and two years ago

Required Connections: Any connection with memberships including join and expiration dates.

Suggested Skill Level: Intermediate

Configuration details: This DAX sample does not include a real data connection.

Category: DAX

Instructions:

Attached .zip includes step-by-step PDF, .pbix file, and Excel data source.

Count_Members_as_of_Selected_Date.zip

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