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WhaleWatcher222
Helper II
Helper II

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"
    )
)

 

1 ACCEPTED SOLUTION
dharmendars007
Memorable Member
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 

View solution in original post

2 REPLIES 2
dharmendars007
Memorable Member
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 

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...

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