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majdkaid22's avatar
majdkaid22
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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.

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

Anonymous thanks!

 

You are right, I am using a filter on the page which is "Is current month" taking it from my Calander: Is Current Month = IF(FORMAT(meCalendar[DateValue],"YYYY-MM")=FORMAT(CALCULATE(MAX(meAccountTransaction[TransactionDate]),ALL(meAccountTransaction)),"YYYY-MM"),"Yes","No")

 

The reason am using this filter is to have all MTD measures working on this report, otherwise the measures will show blank like below.

 

 

Could be my "Is current Month" need some adjustment? 

 

 

Anonymous's avatar
Anonymous
Not applicable
9 years ago

majdkaid22 yes, your Is Current Month formula is the source of the problem. I'm sure you've already seen my suggested revision for that formula. Just be aware that if somehow transaction data gets entered with tomorrow's date, your MTD measure will include those too.