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Trying2Excel's avatar
Trying2Excel
Helper I
1 year ago
Solved

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.

 

 

 

  • Anonymous's avatar
    Anonymous
    1 year ago

    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.

     

2 Replies

  • Anonymous's avatar
    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.