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MorganKlaif's avatar
MorganKlaif
Helper I
2 years ago
Solved

Matrix - Adding Another Value Is Forcing SUM When I Need It Based On Date

Good afternoon,   I have a matrix view that looks like the following:   "Branch" is set as the row. Branch comes from a table called Programs.   "Date Year and Month" is set as the column...
Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi MorganKlaif ,

    The dates do differ, so they need to correspond to the year and month, try modifying the expression to:

    Goal Value = LOOKUPVALUE('2024 Goals'[GOAL], '2024 Goals'[SITE_NAME], MAX(Programs[SITE_NAME]),'2024 Goals'[DATE].[Month],MAX(Program_Regisrations[BEGIN_DATE_ONLY].[Month ]),'2024 Goals'[DATE].[Year], MAX('Program_Regisrations'[BEGIN_DATE_ONLY].[Year]))

    If your Current Period does not refer to this, please clarify in a follow-up reply.

     

    Best Regards,

    Clara Gong

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi MorganKlaif ,

The dates do differ, so they need to correspond to the year and month, try modifying the expression to:

Goal Value = LOOKUPVALUE('2024 Goals'[GOAL], '2024 Goals'[SITE_NAME], MAX(Programs[SITE_NAME]),'2024 Goals'[DATE].[Month],MAX(Program_Regisrations[BEGIN_DATE_ONLY].[Month ]),'2024 Goals'[DATE].[Year], MAX('Program_Regisrations'[BEGIN_DATE_ONLY].[Year]))

If your Current Period does not refer to this, please clarify in a follow-up reply.

 

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • MorganKlaif's avatar
    MorganKlaif
    Helper I
    2 years ago

    Hi Anonymous Clara,

     

    The new measure you provided worked out perfectly and exactly what's needed! Thank you!

     

    - Morgan