DAX to SUM records based on Quarter Year

[brian0782]

Hi

I have a Quarter slicer that holds the Quarter Name and Year and I'd like to use the "Year" value to only SUM values for all YoA_Codes <= Period_Year

My DAX is below but for some reason I'm not getting the correct result - I'm only expecting to see values for 2003-2020 based on the Quarter slicer value selected - also the SUMs are repeating for each year:

Can someone advise on where I'm going wrong please?

[brian0782]

Hi @amitchandak 

I've tried doing this but getting the total repeating across all columns - I'm expecting to see a split by Yoa_Code.

Am I missing something?

Gross Premium v2 = 
VAR _maxi =
    MAXX ( ALLSELECTED ( period ), VALUE ( Period[period_year] ) )
VAR _maxquarter =
    MAXX ( ALLSELECTED( Period), Period[quarter_name]) 
RETURN
   
        CALCULATE (
            Gross[Gross Premium Total],  
            FILTER ( ALL (AccountYear), AccountYear[yoa_code] <= _maxi),           
            FILTER ( ALL (Period), Period[quarter_name] <= _maxquarter)
        )

[amitchandak]

@brian0782 , Try to avoid all selected, unless that is not part of the range. 

in with allselected you have add  [year] =max(Year])

[brian0782]

Hi @amitchandak 

Can you clarify where this should be added please?

Gross Premium v2 = var _maxi = maxx(allselected(period), VALUE(Period[period_year]))
return
calculate(Gross[Gross Premium Total], filter(ALLSELECTED(AccountYear),AccountYear[yoa_code] <=_maxi))