Total YTD does not work

Anonymous · ‎05-26-2020

I have a table which I use to override a SUM measurement. This works fine in overriding the Sum measurement. However when I apply DATESYTD function on this measurement, I get incorrect results. My model is setup correctly to support time-intelligence functions. For 2020 which does not have a manual override value, the DATESYTD function is working fine. Below is the Dax with my results. It is required that I have YTD value. I also tried TOTALYTD function and got the same results. Any ideas to make this work?

#New Term Policy Override = Sum(NewTermOverride[NewTermCount])

#New Term Policy Prelim = SUM('Fact_Policy'[NewTermCount])

#New Term Policy = If (Isblank('Fact_Actual'[#New Term Policy Override]),'Fact_Actual'[#New Term Policy Prelim],'Fact_Actual'[#New Term Policy Override]) This formula is getting the correct value.

#New Term Policy YTD = CALCULATE([#New Term Policy],DATESYTD('Calendar'[Date])) This formula is getting the incorrect value.

harshnathani · ‎05-26-2020

Hi @Anonymous ,

Let me know if this works

Measure = CALCULATE (
    [#New Term Policy],
    FILTER (
        ALL ( Calendar ),
        'Calendar'[Date]
            <= MAX ( 'Calendar'[Date] )
            && YEAR ( 'Calendar'[Date] )
                = YEAR (
                    MAX ( 'Calendar'[Date] )
                )
    )
)

Regards,
Harsh Nathani

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