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sflaming's avatar
sflaming
Frequent Visitor
1 year ago

Need Help with Measure for YTD Donor Retention

Hi, 

I've been staring at this problem for days, and can't seem to figure it out. I feel like there is probably something obvious that I'm missing since I have this exact measure running smoothly in other PBI Dashboards... 

 

I'm trying to create a Measure for YTD Donor Retention, so that I can view progress month over month. I've troubleshooted to figure out there is an issue with the Measure that is part of this calculation which I'm calling "YTD Retained Donor Count". 

 

The goal of this measure is to count how many people have donated (so far) this year who also gave at any point during the previous calendar year. Since this is a YTD measure, the expected output should only increase. However, that is not the result I'm getting (see below)

 

I'm happy to post more information about this issue, but I'm not sure what else might be needed. If you see anything that might be throwing this off, let me know! Thanks so much in advance for any input/ideas!

 

 

Need Help

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi sflaming ,

     

    Thanks for reaching out to us.

    I understand how frustrating it can be to troubleshoot these issues. 

    Please ensure that DimDate is marked as a date table and that it has a continuous range of dates.

    Make sure the filter condition [Prev Year] > 0 && [YTD] > 0 is correctly identifying donors who have donated in both periods. Honestly, this is the first time I've seen a formula written like this. If possible, you can refer to this blog post which explains in detail how to calculate YTD.

    Better Year to Date Total - Microsoft Fabric Community

     

     

    Best Regards,
    Stephen Tao

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