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majdkaid22's avatar
majdkaid22
Icon for Helper V rankHelper V
9 years ago
Solved

MTD measure

Hi guys,   my MTD & YTD measure show the figures up to t-1 (last calender day) even though there are transactions done today, they won't be included.    This is my measure:  MTD Deposits = CALCUL...
Need Help
  • majdkaid22's avatar
    majdkaid22
    9 years ago

    Anonymous Many thanks mate. 

     

    Still for some reason, what you have suggested did give me blank figures when I filter "current month" however you gave me the idea of doing the following:

     

    I created a duplicate column for (meAccountTransaction[TransactionDate]) changed the format to date only and then created a direct relationship between (meAccountTransaction[TransactionDate]) and (meCalendar[DateValue]) 

     

    Appreciate your help, it was a spot on. am getting the figures up to the minute!

  • Anonymous's avatar
    Anonymous
    9 years ago

    The columns in the relationship must be the same. If one is datetime and the other is date only, there will be zero matches between the two columns.

BhaveshPatel's avatar
BhaveshPatel
Icon for Super User rankSuper User
9 years ago

Is your date table is updated with the today's date as well?

majdkaid22's avatar
majdkaid22
Icon for Helper V rankHelper V
9 years ago

BhaveshPatel I have dates up the end of 2018 in my calander

 

and the "Is current Month" I use is: Is Current Month = IF(FORMAT(meCalendar[DateValue],"YYYY-MM")=FORMAT(CALCULATE(MAX(meAccountTransaction[TransactionDate]),ALL(meAccountTransaction)),"YYYY-MM"),"Yes","No") 

 

Could be something to do with the above "Is current Month"? 

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    majdkaid22 try this instead

     

    Is Current Month = IF(
	MONTH(meAccountTransaction[TransactionDate]) = MONTH(TODAY()) &&
	YEAR(meAccountTransaction[TransactionDate]) = YEAR(TODAY()),
	"Yes",
	"No"
)

     

    • majdkaid22's avatar
      majdkaid22
      Icon for Helper V rankHelper V
      9 years ago

      Anonymous it seems it has returned the correct (Yes/No) but when I apply it, all MTD measures are blank again. 

       

      Could be because all my MTD measures are linked to the date in a calender? 

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        majdkaid22 no, those formulas should all work as written. How are you applying Is Current Month? Are you using it in a visual filter or are you actually referring to it in another formula?

  • BhaveshPatel's avatar
    BhaveshPatel
    Icon for Super User rankSuper User
    9 years ago

    Can you please post the screenshots of your data model, sample data from all the tables for the further investigation.