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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Filtering by fiscal year for sum

I'm having trouble getting this measure to calculate:   Sum of Split_DC yr 1 = CALCULATE(SUM('Budget splits'[Split_DC]), FILTER('award',YEAR(award[award_begin_date]) = (LOOKUPVALUE(CalendarAwardS...
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gmsamborn's avatar
gmsamborn
Icon for Super User rankSuper User
2 years ago

Hi Anonymous 

 

It does have to do with types but YEAR() returns an integer (ie. 2023) whereas 'CalendarAwardStartDate'[Date] returns a date.  You could change it to YEAR('CalendarAwardStartDate'[Date]).  

 

If possible, I would really reccommend using a date table (that is related to your fact table) that has your Fiscal Year, Quarter, and Period (month) calculated for you.

 

Date Dimension Setup using M script.zip

 

Let me know if you have any questions.