Forum Discussion

kostask's avatar
kostask
Helper II
2 years ago
Solved

Summarize data under conditions

Hi Guys. I have a sales table with product categories and a calendar table. I use the below measures to calculate the Sales YTD and LYTD Sales YTD = CALCULATE( [Sales] , YEAR('Sales Table'[Date])...
  • DataNinja777's avatar
    2 years ago

    Hi kostask,

    Mechanically, you achieve your objective by sumxing over the category field which you are bringing in your visualization rows, for row total to correctly add up with what's being shown in the visualization.  If you have a saparate category dimension table with one to many relationship with your fact table 'Sales Table' and the category field from the dimension field is properly used in your visualization, the formula will be referencing that dimension table Category field instead.    

    A couple of observations:

    Since you have properly created the calendar table for date dimension, what about writing the TotalYTD formula like below?

    Also, the output produced in the above manner for omitting the previous year sales where there are no sales this year will generate rather misleading information (by omission), and the prior year sales total will not be consistent with the previously reported number.