Previous Year Dateadd Excluding Data

Hi mclawler ,
For your total and Auto outside the value is not correct, we can use the ISINSCOPE function, the total for a correct sum, Auto outside the value of some can not get, we can try to use a few more defined variables to get a valid result, I hope my solution is helpful to you!

AmountBooked COUNT(Copy) = 
VAR AutoCount=CALCULATE(
COUNT('AutoLoanMatrixDummy'[AmountAdvanced]),'LoanDataDummy'[Product (groups)]="Auto")
VAR OtherCount=COALESCE(
CALCULATE(COUNT(LoanDataDummy[Amount Booked]),ALLEXCEPT('LoanDataDummy','LoanDataDummy'[Product (groups)])),0)
VAR C=CALCULATE(COUNT(LoanDataDummy[Amount Booked]),FILTER('LoanDataDummy','LoanDataDummy'[Product (groups)]="Auto"))
RETURN
IF(
    ISINSCOPE('LoanDataDummy'[Product (groups)]),
    SWITCH(
        TRUE(),
        MAX('LoanDataDummy'[Product (groups)])="Auto",
        AutoCount,
        OtherCount),
        AutoCount+OtherCount-C)

 I have updated your data to the results you need, if you have any other questions you can check the PBIX file I have uploaded, I would be grateful if my solution can help you solve your problem!

Hope it helps!

Best regards,
Community Support Team_ Tom Shen

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