Forum Discussion

WhaleWatcher222's avatar
1 year ago
Solved

Dax Measure does not give previous values

Hi Experts

 

My FY Runs from 31/3 to 1/4 each year when i select mar 24 i am not gettin my YTD data for Mar 24, but all dates after MAr 24 the formula is working

 

YTD Actuals = CALCULATE(
    TOTALYTD(    
        [Total Actuals],
        'Date'[Date],
        'Date'[_MonthYearSort] <= SELECTEDVALUE(_MonthYearTable[_MonthYearSort]),
        "31/3"
    )
)

 

  • Hello WhaleWatcher222 , 

     

    Here’s how you can modify your formula to ensure that March 2024 is included correctly in your YTD calculations

     

    YTD Actuals =
    CALCULATE(TOTALYTD(
    [Total Actuals],'Date'[Date],
    ALL('Date'), -- Ensures the entire date range is evaluated
    "31/3" -- This sets the fiscal year-end at March 31st),
    'Date'[MonthYearSort] <= SELECTEDVALUE(_MonthYearTable[_MonthYearSort]))

     

    Filters in Model: Double-check if any other filters are being applied that might restrict March 2024 from being considered.

     

    If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

     

    Thank You

    Dharmendar S

    LinkedIN 

2 Replies

  • dharmendars007's avatar
    dharmendars007
    Memorable Member

    Hello WhaleWatcher222 , 

     

    Here’s how you can modify your formula to ensure that March 2024 is included correctly in your YTD calculations

     

    YTD Actuals =
    CALCULATE(TOTALYTD(
    [Total Actuals],'Date'[Date],
    ALL('Date'), -- Ensures the entire date range is evaluated
    "31/3" -- This sets the fiscal year-end at March 31st),
    'Date'[MonthYearSort] <= SELECTEDVALUE(_MonthYearTable[_MonthYearSort]))

     

    Filters in Model: Double-check if any other filters are being applied that might restrict March 2024 from being considered.

     

    If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

     

    Thank You

    Dharmendar S

    LinkedIN 

    • WhaleWatcher222's avatar
      WhaleWatcher222
      Helper II

      H Thanks for the reply back i have changed the measuere to

      YTD Actuals = CALCULATE(
          TOTALYTD(    
              [Total Actuals],
              'Date'[Date],
              ALL('Date'), "31/3"),
              'Date'[_MonthYearSort] <= SELECTEDVALUE(_MonthYearTable[_MonthYearSort])
         
          )
      the only filter in at page level is = IsCurrentFiscalYR = TRue is selected - i need the measure to work with this applied...