topic How to get the current YTD value in a Scorecard in DAX Commands and Tips

How to get the current YTD value in a Scorecard

AWentzEco — Fri, 10 May 2019 17:08:39 GMT

I am using 2 Measure for YTDs and can see the Forecast values are correct by Month-Year in the table, but cannot figure out how to get the current YTD forecast value into a scorecard (single value based on current Month when viewing). The value circled below in the pic is what I'm after - and obviously will change based on the month we're in. I'm guessing another Measure is needed. I tried to use "LASTNONBLANK" but cannot figure out the correct syntax in combination with the measure below (YTD_NOW). Any help would be appreciated.

My YTD Measures are:

YTDTotal = TOTALYTD(sum('MyTable'[SavingsAct-Fcst Value]),'MyTable'[Savings Date].[Date])

YTD_NOW = if(LASTDATE('MyTable'[Savings Date].[Date]) > TODAY(), BLANK(), CALCULATE([YTDTotal]))

Re: How to get the current YTD value in a Scorecard

parry2k — Sun, 12 May 2019 23:20:49 GMT

AWentzEco change your YTD Now measure like this

YTD Now = 
CALCULATE( 
[YTDTOTAL],
KEEPFILTERS( MyTable[Savings Date] <= TODAY() ) 
)

Re: How to get the current YTD value in a Scorecard

AWentzEco — Tue, 14 May 2019 18:15:46 GMT

I created the new Measure and then tried using that in the Scorecard and it's still a blank value. Only when I click on the table value will the measure value appear in the Scorecard. Do I need to use Var with an IF to get today's value in there for the measure? I know I'm missing the Date link or something since none of those YTD measures I created work in the Scorecard - they all show as 'blank'.

YTD_AGAIN = CALCULATE([YTDTotal],KEEPFILTERS(‘MyTable’[Savings Date] <= TODAY()))

Re: How to get the current YTD value in a Scorecard

AWentzEco — Tue, 14 May 2019 18:26:40 GMT

Ok, I just updated the 'KEEPFILTERS' to 'FILTER' and it works!! I think this solved it - thank you for the help.

YTD_AGAIN = CALCULATE([YTDTotal],FILTER(‘MyTable,’MyTable'[Savings Date].[Date] <= TODAY()))

Re: How to get the current YTD value in a Scorecard

parry2k — Tue, 14 May 2019 18:28:38 GMT

AWentzEco glad to hear. enjoy!! :)