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Trying2Excel
Helper I
Helper I

YTD Measure Not Working

I am trying to calculate YTD with the formula below. It looks like the Total line is just pulling the latest value. Also below are my table connections of one to many on a date table. Please help.

 

Trying2Excel_0-1738248584833.png

 

Trying2Excel_2-1738248610070.png

Trying2Excel_3-1738248628340.png

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Trying2Excel 

 

It looks like the YTD calculations are also incorrect.

Please try this:

MEASURE =
VAR _currentYear =
    YEAR ( MAX ( 'Reductions Table'[Date] ) )
VAR _currentMonth =
    MONTH ( MAX ( 'Reductions Table'[Date] ) )
RETURN
    IF (
        ISINSCOPE ( Reductions Table[Date].[Year] ),
        CALCULATE (
            SUM ( Reductions Table[Reduction2] ),
            FILTER (
                ALLSELECTED ( Reductions Table ),
                YEAR ( 'Reductions Table'[Date] ) = _currentYear
                    && MONTH ( 'Reductions Table'[Date] ) <= _currentMonth
            )
        ),
        CALCULATE (
            SUM ( 'Reductions Table'[Reduction2] ),
            FILTER (
                ALLSELECTED ( Reductions Table ),
                MONTH ( 'Reductions Table'[Date] ) <= _currentMonth
            )
        )
    )

 

Hope this can help,

 

 

Best Regards

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

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Trying2Excel 

 

It looks like the YTD calculations are also incorrect.

Please try this:

MEASURE =
VAR _currentYear =
    YEAR ( MAX ( 'Reductions Table'[Date] ) )
VAR _currentMonth =
    MONTH ( MAX ( 'Reductions Table'[Date] ) )
RETURN
    IF (
        ISINSCOPE ( Reductions Table[Date].[Year] ),
        CALCULATE (
            SUM ( Reductions Table[Reduction2] ),
            FILTER (
                ALLSELECTED ( Reductions Table ),
                YEAR ( 'Reductions Table'[Date] ) = _currentYear
                    && MONTH ( 'Reductions Table'[Date] ) <= _currentMonth
            )
        ),
        CALCULATE (
            SUM ( 'Reductions Table'[Reduction2] ),
            FILTER (
                ALLSELECTED ( Reductions Table ),
                MONTH ( 'Reductions Table'[Date] ) <= _currentMonth
            )
        )
    )

 

Hope this can help,

 

 

Best Regards

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

 

That worked! Thank you so much!

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