Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Calendar Table Not Functioning Properly

I've tried searching this topic (quite common) and have tried all the recommended solutions and am still stuck...hoping someone can help me think of something I'm clearly missing....   I have a co...
Need Help
Tips and Tricks
  • edhans's avatar
    edhans
    7 years ago

    Use these measures:

    Gross Billings $ FY 2018 = 
CALCULATE(
    [Gross Billings $],
    FILTER('Calendar','Calendar'[Year] = 2018)
)

    And for the MTD:

     

     

    Gross Billings $ FY18 MTD = 
CALCULATE(
    [Gross Billings $],
    DATESMTD('Calendar'[Date]),
    FILTER('Calendar','Calendar'[Year] = 2018)
)

    The reason it works that way is when you use a simple filter in CALCULATE as you have, it wraps an ALL() around it. Read this SQLBI article on how simple filters in CALCULATE work.

    The crux of it is your measure:

     

    Test = 
CALCULATE(
    [Gross Billings $],
    'Calendar'[Year] = 2018
)

    is rewritten as this by DAX:

    Test = 
CALCULATE(
    [Gross Billings $],
    FILTER(
        ALL('Calendar'[Year]),
        'Calendar'[Year] = 2018
    )
)

    So viewed that way, it is saying ignore the filter context from the matrix columns. Don't use just 2016 dates for column 2016, but use all dates, but then only show me 2018 from that. Then it does the same for 2017, 2018, 2019, etc. So only 2018 looks right to you.

    I rarely use a simple filter in Calculate. I almost always use FILTER() there to ensure I have more control over what I get.

edhans's avatar
edhans
Community Champion
7 years ago

Are you sorting anything by the calendar year? If so, you need to also include that in your CALCULATE filter.

 

Of course, if you just dropped the Gross Billing $ measure in and got rid of the others, the grid should work fine at that point. The date table will allow it to put your data in the right columns without the need for filters.

 

EDIT: See this file for an example of what I am talking about. This is just one measure.

Anonymous's avatar
Anonymous
Not applicable
7 years ago
edhans wrote:

Are you sorting anything by the calendar year? If so, you need to also include that in your CALCULATE filter.

 

Of course, if you just dropped the Gross Billing $ measure in and got rid of the others, the grid should work fine at that point. The date table will allow it to put your data in the right columns without the need for filters.

 

EDIT: See this file for an example of what I am talking about. This is just one measure.


edhans, 

Thanks so much for the pbix example.

I took it one step further and recreated the problem I'm seeing in my data, along with the formulas used.

 

https://i.imgur.com/3HgxNdV.png

 

Question #1) Shouldn't $6,551 only appear under 2018? Why do I see it across all 10 years? I see it totals properly (it doesn't take $6,551 x 10 years), but still confusing why it shows up 9 extra times.

 

Question #2) Shouldn't $147 only appear under 2018? Why do I see it across all 10 years? I see it totals properly (it doesn't take $147 x 10 years), but still confusing why it shows up 9 extra times.


Thanks in advance,

  • edhans's avatar
    edhans
    Community Champion
    7 years ago

    Use these measures:

    Gross Billings $ FY 2018 = 
CALCULATE(
    [Gross Billings $],
    FILTER('Calendar','Calendar'[Year] = 2018)
)

    And for the MTD:

     

     

    Gross Billings $ FY18 MTD = 
CALCULATE(
    [Gross Billings $],
    DATESMTD('Calendar'[Date]),
    FILTER('Calendar','Calendar'[Year] = 2018)
)

    The reason it works that way is when you use a simple filter in CALCULATE as you have, it wraps an ALL() around it. Read this SQLBI article on how simple filters in CALCULATE work.

    The crux of it is your measure:

     

    Test = 
CALCULATE(
    [Gross Billings $],
    'Calendar'[Year] = 2018
)

    is rewritten as this by DAX:

    Test = 
CALCULATE(
    [Gross Billings $],
    FILTER(
        ALL('Calendar'[Year]),
        'Calendar'[Year] = 2018
    )
)

    So viewed that way, it is saying ignore the filter context from the matrix columns. Don't use just 2016 dates for column 2016, but use all dates, but then only show me 2018 from that. Then it does the same for 2017, 2018, 2019, etc. So only 2018 looks right to you.

    I rarely use a simple filter in Calculate. I almost always use FILTER() there to ensure I have more control over what I get.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      edhans, 

      If I could give you a e-highfive & e-chestbump I would.


      Appreciate your sample PBIX, helped me recreate my problem for you.


      Thank you very much, you are a gentleman and a scholar.

      <michael-scott.gif>