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Dannismen
Helper I
Helper I

Cumulative/YTD formulas wrong

‎05-30-2021 05:55 PM

Hi everyone. 

 

I've used this formula to calculate ytd value but somehow at March 28th, 2021 it always gave me a spike it shouldn't have. 

 

Can someone plz help me on the formula?

 

https://drive.google.com/file/d/1ttQDeOPGBzaigUO3b-FGcH4Dio4HuDiY/view?usp=sharing

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CNENFRNL
Community Champion
Community Champion

‎05-30-2021 06:31 PM 
FYTD = 
VAR __to = MAX( Combined[fiscal_BOW] )
VAR __from =
    MINX(
        CALCULATETABLE(
            Combined,
            ALL( Combined[fiscal_BOW] ),
            Combined[fiscal_BOW] <= __to
        ),
        Combined[fiscal_BOW]
    )
RETURN
    CALCULATE(
        SUM( Combined[Metric_Value] ),
        DATESBETWEEN( Combined[fiscal_BOW], __from, __to )
    )

Screenshot 2021-05-31 033111.png


Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

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Message 3 of 3
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CNENFRNL
Community Champion
Community Champion

‎05-30-2021 06:31 PM 
FYTD = 
VAR __to = MAX( Combined[fiscal_BOW] )
VAR __from =
    MINX(
        CALCULATETABLE(
            Combined,
            ALL( Combined[fiscal_BOW] ),
            Combined[fiscal_BOW] <= __to
        ),
        Combined[fiscal_BOW]
    )
RETURN
    CALCULATE(
        SUM( Combined[Metric_Value] ),
        DATESBETWEEN( Combined[fiscal_BOW], __from, __to )
    )

Screenshot 2021-05-31 033111.png


Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

Message 3 of 3
355 Views
Dannismen
Helper I
Helper I

‎05-30-2021 06:00 PM
Formula:
 
Cumulative Value =
CALCULATE( sum(Combined[Metric_Value]),
FILTER( Combined,
Combined[Fiscal_BOW] <= EARLIER(Combined[Fiscal_BOW])
&& Combined[fiscal_year] = EARLIER(Combined[fiscal_year])
&& Combined[Metric_Name] = EARLIER(Combined[Metric_Name])
&& Combined[standardized_name] = EARLIER(Combined[standardized_name])
&& Combined[DPR_Entity] = EARLIER(Combined[DPR_Entity])))
Message 2 of 3
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0

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