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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

DATESYTD not working as expected

I'm trying to get YEAR to DATE sum based on a customer financial year.   Here are my code snippets: AMT_SUM = CALCULATE( SUM(sql[AMT]) )*-1   YTD = CALCULATE( [AMT_SUM], DAT...
Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    HI Anonymous,

    Did these formulas help? If not, you can also try to use the date function to manually define the filter ranges to calculate the YTD which is similar to the DATESYTD function.

    YTD =
CALCULATE (
    [AMT_SUM],
    FILTER (
        ALLSELECTED ( sql ),
        sql[Date] <= MAX ( Calendar[Date] )
            && YEAR ( sql[Date] ) = YEAR ( MAX ( Calendar[Date] ) )
    )
)

    Time Intelligence "The Hard Way" (TITHW)  

    Regards,

    Xiaoxin Sheng

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
5 years ago

Hi,

Your measures are correct.  Just that you can simplify Amt_Sum to

=-1*(SUM(sql[AMT]))

I suspect there is a problem with the relationship.  Share the link from where i can download your PBI file.