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Tob_P's avatar
Tob_P
Icon for Helper V rankHelper V
3 years ago

DATESMTD misbehaving if Sales in current month are zero

If Sales for Salesperson in current month = 0, the following DAX will then fetch the Sales Amount for the last month that it can see Sales (at least I think this is what is happening)

 

Sales MTD = CALCULATE([Amount Measure], DATESMTD('NAV_Sales History MASTER'[Posting Date]))
 
So in this example, Sales for Jan are £0 but it is returning Sales for December
 
 
For such a simple piece of DAX I'm struggling firstly to understand why it would retrieve the incorrect figure, and then why it would start looking for something outwith the current month?
 
Totals for Salespeople who have sales in the current month are displaying fine.
 
Any ideas at all?
DatesMTD
DAX Time Intelligence
Time Intelligence

3 Replies

  • johnt75's avatar
    johnt75
    Icon for Super User rankSuper User
    3 years ago

    For the time intelligence functions to work correctly you need to have a proper date table marked as a date table. Set up a date table linked to your sales table and then use the date column from that as the parameter to DATESMTD

  • Tob_P's avatar
    Tob_P
    Icon for Helper V rankHelper V
    3 years ago

    Hi - Yes, all set up as such (changed Posting Date to my Date Table [Date] and same result. Otherwise, all is working fine with completely expected results across the board with the odd exception that if there are no sales in that month, then it will return the sales from the last month it can detect a sale in. There just seems no logic to why it would do that.

  • johnt75's avatar
    johnt75
    Icon for Super User rankSuper User
    3 years ago

    I can't replicate that behaviour. Can you share a sample PBIX without any confidential information ?