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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Help with comparting data dates

Hi,   I would like to do some calculations with the below data. YTD - which I know I could use the TOTALYTD + Filter   TotalYTD - Actual = TOTALYTD(Sum('Table'[GM]),'Table'[Full Date],FILTER('Ta...
Need Help
  • v-juanli-msft's avatar
    v-juanli-msft
    7 years ago

    Hi Anonymous

    The formula in your lastest post is correct to solve this problem.

    So far, it is a useful workaround for your problem.

     

    The penultimate one shows a incorrect formula.

    MinDate =
    CALCULATE (
     MIN ( 'Table'[Full Date] ),
     FILTER ( 'Table', 'Table'[Measure Version] = "Actual" ),
     FILTER ( 'Table', 'Table'[Full Date] = YEAR ( 2018 ) )  //incorrect 
    )

    Please see reference how to use "calculate" with "filter"

    https://www.sqlbi.com/articles/filter-arguments-in-calculate/

     

    If the formula is used in a measure, you could use the following instead.

    YTD Plan =
VAR TableMaxDate =
    CALCULATE (
        MAX ( 'Table'[Full Date] ),
        FILTER ( ALL ( 'Table' ), 'Table'[Measure Version] = "Actual" )
    )
VAR MinDate =
    CALCULATE (
        MIN ( 'Table'[Full Date] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Measure Version] = "Actual"
                && YEAR ( 'Table'[Full Date] ) = 2018  //from the information, it seems it is no 
                                                             need to add this part, if so, 
                                                             you could delete this part    
        )
    )
RETURN
    CALCULATE (
        SUM ( 'Table'[GM] ),
        FILTER ( 'Table', 'Table'[Measure Version] = "Plan" ),
        DATESBETWEEN ( DIM_Date[Date], MinDate, TableMaxDate )
    )

    Best Regards

    Maggie

Anonymous's avatar
Anonymous
Not applicable
7 years ago

AnonymousAny joy with this?

 

Do you think that this is the correct approach to the problem?

 

As I also have the same issue where I will need to look at the same date range for this year for the Plan and RF data?

 

 

Thanks

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi,

 

The syntax error is in this part 

 

FILTER('Table', etc.......

It needs to be

FILTER(Table, etc....

 

I tried to recreate your question and I got this:

Are the left two columns the result that you want?