Not able to sum the values in YTD?

[hari_bi]

Hello All,

Please fine the below table:-

Requirment :- Need to find YTD for Pro measure, but summing the values are not done as per expectation which is heighlated in Yellow.

Formulas:-

ActShip = Sum(Shipments) and Actforecast = Sum(Forecast)

Pro = IF( ISBLANK([ShipAcutals]) ,[ActForecast] , [ShipAcutals])

here i am using Pro YTD = CALCULATE('ShipmentForecast'[Pro],
DATESYTD('Date'[Date],"6/30"),ALL('Date')).

Here i have one ForecastYTD Measure its working fine but not Pro YTD.

Please let me know how i need to find the YTD based on Pro Measure.

Please Find the below link for the PBI File.

https://www.dropbox.com/s/6p8kdrt93ctbq87/YTD.pbix?dl=0

[v-lili6-msft]

After my research, you can do these follow my steps like below:

Step 1:

Add a new calculate table:

Table = SUMMARIZE('Date','Date'[Fiscal Year],'Date'[Year Month],"ActForecast",[ActForecast],"ActShip",[ActShip])

Step 2:

Add a column for new column:

Pro = IF('Table'[ActShip]=BLANK(),'Table'[ActForecast] ,'Table'[ActShip])

Step 3:

Create relationship between Date and new table

Step 4:

Add YTD measure:

Ytd pro = CALCULATE(SUM('Table'[Pro]),
DATESYTD('Date'[Date],"6/30"),ALL('Date'))

Here is demo , please try it

https://www.dropbox.com/s/iuocxa9kmpgn162/YTD%20NEW.pbix?dl=0

Best Regards,

Lin

[hari_bi]

Hi,

Created one meausre like below:

Pro = IF( ISBLANK([ShipAcutals]) ,[ActForecast] , [ShipAcutals])

when i am using this measure in report , values are populating as per the exception , but look at total it shows wrong values.

Regards,

Hari.