Forum Discussion

andrewb95's avatar
andrewb95
Icon for Helper II rankHelper II
4 years ago

MTD - Calculation not working

Please see the image above, I have attempted to calculate the count for the month to date as you can see. I would expect on the 15/09 as I am perfoming this calculation it should return 145 adding up all the values in red. However for some reason it is only providing 2. Can you advise why. 

 

FYI: The field types are Whole Number and Date respectivly. 

 

6 Replies

  • andrewb95 , You should always use date table joined with date of your table

     

    calculate(sum('Total -Count'[Count]), datesmtd('Date'[Date]))

     

    Why Time Intelligence Fails - Power bi 5 Savior Steps for TI: https://youtu.be/OBf0rjpp5Hw

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

    • andrewb95's avatar
      andrewb95
      Icon for Helper II rankHelper II

      Hi Amit, 

       

      When creating a relationship to the date table (which I have updated as indicated above) the value actually changes to null so this is very unusual. 

       

       

      • v-kkf-msft's avatar
        v-kkf-msft
        Icon for Community Support rankCommunity Support

        Hi andrewb95 ,

         

        I could not reproduct your problem. Maybe you can try the following measures:

         

        Measure1 = 
        CALCULATE(
            SUM('Total - Count'[Count]),
            ALL('Total - Count'[Date]),
            DATESMTD('Total - Count'[Date])
        )
        Measure2 = 
        CALCULATE (
            SUM ( 'Total - Count'[Count] ),
            FILTER (
                ALL ( 'Total - Count' ),
                'Total - Count'[Date] <= TODAY ()
                    && 'Total - Count'[Date] <= MAX ( 'Total - Count'[Date] )
                    && FORMAT ( 'Total - Count'[Date], "yyyymm" )
                        = FORMAT ( MAX ( 'Total - Count'[Date] ), "yyyymm" )
            )
        )

         

        If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

        Best Regards,
        Winniz

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • CNENFRNL's avatar
    CNENFRNL
    Icon for Community Champion rankCommunity Champion
    = 
    CALCULATE(
        SUM( 'Total-Count'[Count] ),
        DATESMTD( 'Total-Count'[Date] ),
        REMOVEFILTERS( 'Total-Count'[Date] )
    )
  • v-kkf-msft's avatar
    v-kkf-msft
    Icon for Community Support rankCommunity Support

    Hi andrewb95 ,

     

    Has your problem been solved? If it is solved, please mark a reply which is helpful to you.

     

    If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

     

    Best Regards,
    Winniz

  • Anonymous's avatar
    Anonymous
    Not applicable
    MTD =
    CALCULATE (
        SUM ('table'[Count]),
        FILTER (
            ALL ('table'),
                'table'[Date]<= MAX ('table'[Date]))
              )
     
    this formula works for me and if you want to add the specific filter please add after ALL
     
    MTD =
    CALCULATE (
        SUM ('table'[Count]),
        FILTER (
            ALL ('table'),'table'[Defect Category - 1]="KK"&&
                'table'[Date]<= MAX ('table'[Date]))
              )