I'm probably (I Hope) missing something simple, but I can't figure it out. I am still having a hard time understanding the logic with some of the DAX commands. So I appreciate the help!
We are on Septemeber fiscal year end and I am trying to calculate running sums for three variables, Plan (AOP), Current Year Revenue and Last Year's Revenue. These are my formulas.
Fiscal YTD Plan(AOP) Revenue = TOTALYTD([Total AOP Revenue Value], 'RA_Daily_Calendar'[Date],ALL(Daily_Calendar[Date]),"9/30")
Fiscal YTD Revenue = TOTALYTD([Total Revenue Converted], 'RA_Daily_Calendar'[Date],ALL(Daily_Calendar[Date]),"9/30")
Last Fiscal YTD Revenue = CALCULATE([Fiscal YTD Revenue], SAMEPERIODLASTYEAR(Daily_Calendar[Date]))
Using these formulas and no slicer filters, everything works great. I can click on the region, sales territory and sales office slicers, the calendars (month, quarter, year), and all works great. However, when I click to filter a Business Unit slicer, the YTD Plan numbers remain calculating for all Business Units. There is Plan data for individual business units). I don't know if I should use ALLSELECTED or ALLEXCEPT (instead of ALL)? Or am I missing something else?
