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DM_95
Helper I
Helper I

Measure Net Sales YTD showing incorrect total values for years which is not the current year

Hi,

 

I have below measure for Net Sales YTD:

var _max = IF(ISFILTERED('Invoice Date'[MonthInYear]), MAX('Invoice Date'[DateFull]), TODAY())
var _min = EOMONTH(_max,-1*MONTH(_max))+1
RETURN
CALCULATE([Net Sales] ,DATESBETWEEN('Invoice Date'[DateFull],_min,_max))
 

However, when I select Year = 2021 or any year which is not the current year, it shows the wrong grand total values for Net Sales YTD (see screenhot below). For example, for Year 2021, it shows Net Sales YTD of the current year. Net Sales YTD PY and Net Sales YTD PY-1 are measures based on measure Net Sales YTD (therefore they also show incorrect grand total values). Does anyone have an idea how to fix this?

 

DM_95_1-1667639270890.png

Thanks in advance!

1 ACCEPTED SOLUTION

@DM_95 If you want the total for Net Sales YTD to be correct for the visual shown then I believe:

Net Salesm_total =
VAR _Table = SUMMARIZE(Sales,Sales[MonthInYear], "__value", [Net Sales YTD])
RETURN
IF(HASONEVALUE(Sales[MonthInYear]), [Net Sales YTD], SUMX(_Table, [__value]))

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View solution in original post

4 REPLIES 4
v-henryk-mstf
Community Support
Community Support

Hi @DM_95 ,

 

Whether the advice given by @Greg_Deckler  has solved your confusion, if the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it o


Looking forward to your feedback.


Best Regards,
Henry

DM_95
Helper I
Helper I

@Greg_Deckler Thank you, I voted for the idea! I was wondering if you could please help me applying your dax formula of m_Total in my measure?

 

*Net Sales YTD:

var _max = IF(ISFILTERED('Invoice Date'[MonthInYear]), MAX('Invoice Date'[DateFull]), TODAY())
var _min = EOMONTH(_max,-1*MONTH(_max))+1
RETURN
CALCULATE([Net Sales] ,DATESBETWEEN('Invoice Date'[DateFull],_min,_max))
 
Net Sales =SUM(Sales[Net Line Amount Mst])
 
So, I would have to replace [Net Sales] in measure *Net Sales YTD by:
Net Salesm_total =
VAR _Table = SUMMARIZE(Sales,Sales[Net Line Amount Mst], "__value", [Net Sales])
RETURN
IF(HASONEVALUE(Sales[Net Line Amount Mst]), [Net Sales], SUMX(_Table, [__value]))
 
Is this correct or am I missing something?
 
Thank you in advance!

@DM_95 If you want the total for Net Sales YTD to be correct for the visual shown then I believe:

Net Salesm_total =
VAR _Table = SUMMARIZE(Sales,Sales[MonthInYear], "__value", [Net Sales YTD])
RETURN
IF(HASONEVALUE(Sales[MonthInYear]), [Net Sales YTD], SUMX(_Table, [__value]))

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...
Greg_Deckler
Super User
Super User

@DM_95 First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

 

Also, check out my Better Year to Date Total: Better Year to Date Total - Microsoft Power BI Community


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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