Measures - Year to Date

[spandy34]

I have three DAX Statements and I would like to include results for Year to Date.  Please can someone tell me how to amend to reflect this please - based on the Notification Date - I have a FinCalendar Table which is my calendar table see diagram below 

1)

Recoveries No Successful Recoveries Uninsured Loss =

CALCULATE (

COUNTROWS ( 'Main Claim Data' ), 

FILTER (

'Main Claim Data',

'Main Claim Data'[ClassOfBusinessCode] = "OT"

&& CONTAINSSTRINGEXACT ( [PolicyCode], "REC" ))

2)

Amount Recovered Uninsured Loss £ = CALCULATE(SUM('Main Claim Data'[Net]),'Main Claim Data'[ClassOfBusinessCode] = "OT" && 'Main Claim Data'[REC_Code_Column] > 0)

3)

Team Fee Income Uninsured Loss £ = CALCULATE(SUM('Main Claim Data'[Net]),'Main Claim Data'[ClassOfBusinessCode] = "OT" && 'Main Claim Data'[REC_Code_Column] > 0 && 'Main Claim Data'[ADMIN_Code_Column] >0)

[Anonymous]

Hi @spandy34 
you can try

1)

Recoveries No Successful Recoveries Uninsured Loss =
CALCULATE (
COUNTROWS ( 'Main Claim Data' ), 
FILTER (
'Main Claim Data',
'Main Claim Data'[ClassOfBusinessCode] = "OT"
&& CONTAINSSTRINGEXACT ( [PolicyCode], "REC" )),
DATESYTD('Fin_Calendar'[Date]))

2)

Amount Recovered Uninsured Loss £ = CALCULATE(SUM('Main Claim Data'[Net]),'Main Claim Data'[ClassOfBusinessCode] = "OT" && 'Main Claim Data'[REC_Code_Column] > 0,DATESYTD('Fin_Calendar'[Date]))

 3)

Team Fee Income Uninsured Loss £ = CALCULATE(SUM('Main Claim Data'[Net]),'Main Claim Data'[ClassOfBusinessCode] = "OT" && 'Main Claim Data'[REC_Code_Column] > 0 && 'Main Claim Data'[ADMIN_Code_Column] >0,DATESYTD('Fin_Calendar'[Date]))

Regards,
Aditya

[spandy34]

Thank you 

THe response for 1) I get the following

The others are bringing no results

 THis is what Im trying to achieve and strugging a bit

[v-zhangti]

Hi, @spandy34 

Can you provide a simple PBIX file for testing? Sensitive information can be removed in advance. 

Best Regards,

Community Support Team _Charlotte

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