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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.
Solved! Go to Solution.
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.
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!