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JoseQ's avatar
JoseQ
Frequent Visitor
6 years ago

Measure TOTALQTD not working

I have two tables: 1. Sales by product ID 2. Time  There's a relationship between these two tables where cardinality is many to one (*:1) and cros filter direction is both. The field key is the ...
Need Help
JoseQ's avatar
JoseQ
Frequent Visitor
6 years ago

Pleaes take a look.

 

I see many inconsistencies within the data table:

  • May and June shouldn't have any values on 2020 QTD Sales Income measure (last sales record is on 26th april).
  • May thru December should have any values on 2020 YTD Sales Income measure (lasta sales record is on 26th april).
  • QTD Sales income measure should only account the sales from 1st Jan- 31st March and it's throwing the same value as YTD Sales Income measure (its adding values from 26 days of April).

[CONFIDENTIAL INFO.]

Please help.

 

Thnks,

JQ

 

 

karun_r's avatar
karun_r
Microsoft Employee
6 years ago

JoseQ  What you have is a valid behavior for QTD and YTD functions in DAX.

 

 

1. You will see number for May and June even though there is no revenue yet because they both are part of the same quarter that April is in and since we are using a QTD (Quarter to Date) measure, it will show the total revenue in the quarter so far. If you don't want to see the number for May and June, I suggest you have a column in your 'Date' table that will tell you which month is in future and based on that you can toggle between showing the number as is or a blank.

2. Same thing applies for YTD as well as it is Year to Date. You can apply the same logic here

3. For the first three months, QTD and YTD will be same. This is after assuming that Jan to March is the first quarter for your org.

  • JoseQ's avatar
    JoseQ
    Frequent Visitor
    6 years ago

    Thank you. Im still not clear with some concepts but i'll keep on research.

     

    I'm also requesting the approval to remove/delete all images/screenshots provided by myself during the discussion since this information is confidential. I can leave all the text in case some one else with the same issue can find an answer on this conversation.