Multiple Years Filter

Hi kellanbochenek ,
Thank you for reaching out to us on the Microsoft Fabric Community Forum.

You need to ensure the Pol lookup is also restricted to the slicer date range, so that you're only checking for  Pol records within that selected range.

Once try with this measure:

Effective Total Exposure =
VAR CurrentPolicyNumber = 'FactPolicyEndorsement'[PolicyNumber]
VAR CurrentRecordType = 'FactPolicyEndorsement'[RecordType]
VAR PolNetExposure = 'FactPolicyEndorsement'[TotalExposure]

-- Date range from slicer
VAR MinDate =
    CALCULATE(MIN('FactPolicyEndorsement'[ReceivedDate]), ALLSELECTED('FactPolicyEndorsement'))
VAR MaxDate =
    CALCULATE(MAX('FactPolicyEndorsement'[ReceivedDate]), ALLSELECTED('FactPolicyEndorsement'))

-- All records for the same policy in the slicer range
VAR RecordsForPolicyInRange =
    FILTER(
        ALL('FactPolicyEndorsement'),
        'FactPolicyEndorsement'[PolicyNumber] = CurrentPolicyNumber &&
        'FactPolicyEndorsement'[ReceivedDate] >= MinDate &&
        'FactPolicyEndorsement'[ReceivedDate] <= MaxDate
    )

-- Total exposure from End records in range
VAR EndExposureInRange =
    CALCULATE(
        SUM('FactPolicyEndorsement'[TotalExposure]),
        FILTER(RecordsForPolicyInRange, 'FactPolicyEndorsement'[RecordType] = "End")
    )

-- Check if there's a Pol in the same range
VAR HasPolInRange =
    CALCULATE(
        COUNTROWS(RecordsForPolicyInRange),
        FILTER(RecordsForPolicyInRange, 'FactPolicyEndorsement'[RecordType] = "Pol")
    ) > 0

RETURN
IF(
    CurrentRecordType = "Pol",
    PolNetExposure + EndExposureInRange,
    IF(
        CurrentRecordType = "End" && HasPolInRange,
        0,
        'FactPolicyEndorsement'[TotalExposure]
    )
)

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