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ArchStanton's avatar
ArchStanton
Icon for Power Participant rankPower Participant
3 years ago
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Cannot get YTD calculation to Sum

Hi,   I'm trying to SUM the values in the column called Count which is stored in a table called Deferrals. There is a column called Case StartDate within the Deferrals table but when I use that the...
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  • v-zhangti's avatar
    v-zhangti
    3 years ago

    Hi, ArchStanton 

     

    Can you provide sample data for testing? Sensitive information can be removed in advance. You can also show it with pictures. I look forward to your response.

     

    Best Regards,

    Community Support Team _Charlotte

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

ArchStanton's avatar
ArchStanton
Icon for Power Participant rankPower Participant
3 years ago

Hi,

I realised that the Cases[createdon] date column did not contain a continous series of dates and there was no  relatationship with my Date2 calendar table. After some trial and error the following code has worked for me:

 

Cases Deferred2 YTD = CALCULATE(
                        TOTALYTD(SUM(Deferrals[Count]),
                        'Cases'[createdon],
                        USERELATIONSHIP(Date2[Date],'Cases'[createdon]),
                        "31/03"))

 

This gives me the correct answer of 60.

 

Thanks for replying anyhow!