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Hello - Solved it myself using this formula which seems to work perfectly at the quarter and month level.
If I put YTD on the visual, only the Q1 column shows the value...the other quarters show no value which is correct since we are in Q1. If I drill down to months, only Jan and Feb show their respective mtd values (since we are not in March yet).
Try
QTD Revenue = CALCULATE (
'Flu Shipped'[Total Shipped Value]-[MTS Gebroeders Deferral],FILTER('Master Customer List','Master Customer List'[Customer ID]<>"C-04646"
&& 'Master Customer List'[Customer ID]<>"C-05165" && 'Master Customer List'[Customer ID]<>"C-04821"),
,DateTable[DatesWithShipments] = TRUE
DATESQTD ( 'DateTable'[Date] )
)
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Hello - Solved it myself using this formula which seems to work perfectly at the quarter and month level.
If I put YTD on the visual, only the Q1 column shows the value...the other quarters show no value which is correct since we are in Q1. If I drill down to months, only Jan and Feb show their respective mtd values (since we are not in March yet).
I adjusted the formula a little as the syntax was showing an error.
But the QTD value (for Q1) is still showing up for all of the quarters in my visual. It should only, at this point in the year, be showing Q1.
Hi Amit - I get an error (red line) on this part:
DatesQTD ( 'DateTable'[Date] ) )
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