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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...
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  • 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.

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?

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

       

      Here's a screenshot Anonymous I applied it as a column, and I add it as a filter on the page. 

       

      and here's how my MTD measure is written: MTD Deposits = CALCULATE(SUM(meAccountTransaction[Deposits]), DATESMTD(meCalendar[DateValue])) 

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        majdkaid22 I cannot replicate that. It works fine in my test. Are you sure there's not another visual level filter on that blank card?

         

        Silly question, you do have a table relationship between meAccountTransaction[TransactionDate] and meCalendar[DateValue] right?