Data Presents wrongly " Last year data column appear in current year column"

[heshamalam]

Good Day, in my table I faced two problems as per the below screenshots :

1- The last year's data appear in the current year data column 

2- some data does not exist at all and it's appears

i'm using the following Dax formula:

1- 

Actual Current Month PTD IS = TOTALMTD([Actual Med Cell Income Statement],DATESMTD('Med Cell Actual'[Date]))

2- 

Actual Current Month YTD IS = TOTALYTD([Actual Med Cell Income Statement],DATESMTD('Med Cell Actual'[Date]))

3- 

Actual Last Year PTD IS = CALCULATE([Actual Med Cell Income Statement],SAMEPERIODLASTYEAR(DATESMTD('Med Cell Actual'[Date])))

4- 

Actual Last Year YTD IS = CALCULATE([Actual Med Cell Income Statement],SAMEPERIODLASTYEAR(DATESYTD('Med Cell Actual'[Date])))

5-  

Actual Med Cell Income Statement = CALCULATE(

    SUMX(

        'Med Cell Actual',

        'Med Cell Actual'[PTD]

    ),

    'COA'[Report] = "Income Statement"

)*-1

thank you all and appreciate your kind assistance.

[Anonymous · Accepted solution]

Hi @heshamalam ,

Based on the information you've provided, it seems there are two main issues with your report:

1. Last year's data is appearing in the current year data column.
2. Some data that should not be present is appearing in your report.

Issue 1: Last Year's Data in Current Year Column
This could be happening due to a mismatch in the date context of your report or an error in the DAX formula. To resolve this, please ensure that:
- The date table ('Med Cell Actual'[Date]) is marked as a Date table in Power BI and has a continuous date range without any gaps.
- The relationships between your date table and other tables are correctly set up.

Issue 2: Non-Existent Data Appearing
This issue might be due to incorrect filtering in your DAX formulas or an error in the data model relationships. To resolve this, please check:
- The filter context provided by 'COA'[Report] = "Income Statement" is correctly filtering the data.
- There are no issues with the data in 'Med Cell Actual'[PTD] that could be causing incorrect sums.

How to Get Your Question Answered Quickly 

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards
Community Support Team _ Rongtie

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