Hi @kellanbochenek,
Thanks for your clarification, the issue makes complete sense now. Your original version worked because it compared “Pol” and “End” records strictly within the same year, using YEAR() logic. However, the attempt to make this dynamic with ALLSELECTED() introduced a filtering problem: it was unintentionally considering records from outside the slicer range due to poor filter isolation.
To fix this and keep it dynamic across multiple years, here’s a new version of your measure that preserves the same year matching logic but dynamically adapts to the slicer’s selected years. Try using this Measure:
Effective Net Exposure =
VAR CurrentPolicyNumber = 'FactPolicyEndorsement'[PolicyNumber]
VAR CurrentRecordType = 'FactPolicyEndorsement'[RecordType]
VAR CurrentReceivedDate = 'FactPolicyEndorsement'[ReceivedDate]
VAR PolNetExposure = 'FactPolicyEndorsement'[NetExposure]
VAR SelectedYears =
VALUES('FactPolicyEndorsement'[ReceivedDate].[Year]) // Get selected years from slicer
VAR EndNetExposure_SameYear =
CALCULATE(
SUM('FactPolicyEndorsement'[NetExposure]),
FILTER(
ALL('FactPolicyEndorsement'),
'FactPolicyEndorsement'[PolicyNumber] = CurrentPolicyNumber &&
'FactPolicyEndorsement'[RecordType] = "End" &&
YEAR('FactPolicyEndorsement'[ReceivedDate]) IN SelectedYears
)
)
VAR HasPolInSelectedYears =
CALCULATE(
COUNTROWS('FactPolicyEndorsement'),
FILTER(
ALL('FactPolicyEndorsement'),
'FactPolicyEndorsement'[PolicyNumber] = CurrentPolicyNumber &&
'FactPolicyEndorsement'[RecordType] = "Pol" &&
YEAR('FactPolicyEndorsement'[ReceivedDate]) IN SelectedYears
)
)
RETURN
IF(
CurrentRecordType = "Pol",
PolNetExposure + EndNetExposure_SameYear,
IF(
CurrentRecordType = "End" && HasPolInSelectedYears > 0,
0,
'FactPolicyEndorsement'[NetExposure]
)
)
This version makes sure that only the 'End' rows with matching 'Pol' values in the selected year(s) are made zero. It fixes the issue for multiple years without using any hardcoding.
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Thank you.
