YTD calculation (TOTALYTD and DATESYTD) gives inco...

DonWong · ‎03-22-2023

Hi folks,

May I pick your brain on this issue I have encountered? Sorry, I cannot provide a sample file at this stage. but I will try explaining it clearly. Btw, I am having this issue in Power Pivot in Excel. But I think it is technically the same as Power BI when it comes to DAX commands.

My situation is actually quite straightforward:

1. I have a dynamic prior year measure that gives result as expected. There is a condition in this measure to switch between two different measures when the condition is met (in this example, when <= Feb 24, use green shade, otherwise, use yellow shade when > Feb 24). As you can see from the attached photo, green shades and yellow shades are matching. All good in this dynamic measure.

2. I have another measure utilising TOTALYTD to calculate the YTD total with year-end date being 31/5. In the attached photo, it is the red font area. YTD up to Feb-24 is all good but becomes incorrect from Mar-24. There is nothing complicated in this measure, I just wrapped the dynamic measure mentioned in Point 1 above inside of TOTALYTD. I even tried using a different DAX to caculate such as DATESYTD, but it still behaves the same as TOTALYTD. Strangely also, if you add the numbers for Apr-24 and May-24 under the yellow shade to the incorrect YTD of 437,893,334 (Mar-24), the aggregation is actually equal to the May-24 YTD number of 525,844,960. So it appears only the monthly number for Mar-24 is incorrect ? (not = 44,600,533). Then I used DATESBETWEEN (from 1/3/2023 to 31/03/2023) to test the dynamic measure (Point 1 above), and the result is actually 44,600,533 (the correct one). So it seems the issue only happens when doing a YTD calculation?

And I also further tested the YTD calculation using DATESBETWEEN again, using period of 1/6/2023 - 31/05/2024. Again, it gave the incorrect result, same as using TOTALYTD.

Any thoughts folks?

Many thanks

Don