Calculation error in YTD due to duplicates

[Anonymous]

Hi Experts,

I have written the formula for ytd as below:

TotalGWPYTD = calculate(SUM ( PolBudget[Total Gross Premium] ), VALUE(PolBudget[Year]) = YEAR ( TODAY () ) )

and got the expected result, but there are some cases where i am getting duplicate values as below under UW type (second column) due to which the year instead of coming 2022 it is taking years in descending based on number of duplicate values:

Please advise the solution either to remove the duplicates or to fix the year part.

Thanks

[v-yangliu-msft · Accepted solution]

Hi  @Anonymous ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Flag =
IF(
    MAX('PolBudget'[Year])=YEAR(TODAY()),1,0)

TotalGWPYTD =
SUMX(ALLSELECTED('PolBudget'),[Total Gross Premium])

2. Place [Flag]in Filters, set is=1, apply filter.

3. Result:

If you need pbix, please click here.

Calculation error in YTD due to duplicates.pbix

Best Regards,

Liu Yang

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

[amitchandak]

@Anonymous , try like

TotalGWPYTD = calculate(SUM ( PolBudget[Total Gross Premium] ), Filter(PolBudget, PolBudget[Year]) = YEAR ( TODAY () ) )

refer if needed

https://medium.com/chandakamit/cheat-sheet-power-bi-time-intelligence-formulas-using-today-654f26e27304

[Anonymous]

Hi @amitchandak 

I am getting this error:

Thanks

[Dinesh_Suranga]

@Anonymous ,

Please check the data type of PolBudget[Year].

Thank you.