Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
Roseventura
Responsive Resident
Responsive Resident

QTD measure not working after I join Date & Invoice tables

 

Can someone explain why my Quarter to Date Sales goes from $880.84K (which is correct) to $15.71K (which represents ONLY today’s sales) when I join my Calendar table to my Sales table?  If I don’t create a relationship (join) between the two tables, my QTD total is correct.  When I join the two tables (on CADATE > INVOICE_DATE), the total for the quarter is only TODAY’S total sales.

 

Here are the MEASURE functions I am using:

 

Quarter Sales = calculate(sum(PBI_Invoice_17[Total Extended Sales]), filter(PBI_Invoice_17,PBI_Invoice_17[Quarter] = CONCATENATE("Q",PBI_FSCAPF[Today Quarter])))

 

Today Quarter = lookupvalue(PBI_FSCAPF[CAFQTR],PBI_FSCAPF[LUDATE],PBI_FSCAPF[Current Date])

 

Current Date = today()

 

My Calendar Table (PBI_FSCAPF) looks like this (our format is CYYMMDD):

 

CADATE

CAFYR

CAFMON

CAFQTR

WeekdayNo

Weekday

LUDATE

LONGDATE

PADFQTR

YEAR-MO

YEAR-QTR

1170109

117

1

1

1

Monday

1/9/2017

20170109

Q1

2017-01

2017-Q1

1170110

117

1

1

2

Tuesday

1/10/2017

20170110

Q1

2017-01

2017-Q1

1170111

117

1

1

3

Wednesday

1/11/2017

20170111

Q1

2017-01

2017-Q1

1170112

117

1

1

4

Thursday

1/12/2017

20170112

Q1

2017-01

2017-Q1

1170113

117

1

1

5

Friday

1/13/2017

20170113

Q1

2017-01

2017-Q1

1170114

117

1

1

6

Saturday

1/14/2017

20170114

Q1

2017-01

2017-Q1

1170115

117

1

1

7

Sunday

1/15/2017

20170115

Q1

2017-01

2017-Q1

 

My Sales Table (PBI_Invoice_17) looks like this:

 

INVOICE_NUMBER

INVOICE_LN

INVOICE_DATE

Year-Mo

Year-Qtr

Quarter

Year

Ext Sales Amount

54778359

6

1170112

2017-01

2017-Q1

Q1

2017

302.4

54778359

7

1170112

2017-01

2017-Q1

Q1

2017

36

54778359

8

1170112

2017-01

2017-Q1

Q1

2017

80.5

54778359

9

1170112

2017-01

2017-Q1

Q1

2017

73.5

54778359

10

1170112

2017-01

2017-Q1

Q1

2017

97.6

54778359

11

1170112

2017-01

2017-Q1

Q1

2017

8

54778359

12

1170112

2017-01

2017-Q1

Q1

2017

159.8

54778359

13

1170112

2017-01

2017-Q1

Q1

2017

4.7

54778359

14

1170112

2017-01

2017-Q1

Q1

2017

4.7

 

The 3 highlighted numbers below are correct:


This one is correctThis one is correct

 When I join the numbers for YTD and MTD are correct, but QTD is not:

 

This QTD number is incorrect.This QTD number is incorrect.

 

 

 

 

1 ACCEPTED SOLUTION
Roseventura
Responsive Resident
Responsive Resident

I solved this as soon as I posted it!

 

I changed my Quarter Sales measure to this and it works now:

 

Quarter Sales = calculate(sum(PBI_Invoice_17[Total Extended Sales]),filter(PBI_Invoice_17,PBI_Invoice_17[Invoice Date]<=PBI_Invoice_17[Today]))

View solution in original post

2 REPLIES 2
Roseventura
Responsive Resident
Responsive Resident

I solved this as soon as I posted it!

 

I changed my Quarter Sales measure to this and it works now:

 

Quarter Sales = calculate(sum(PBI_Invoice_17[Total Extended Sales]),filter(PBI_Invoice_17,PBI_Invoice_17[Invoice Date]<=PBI_Invoice_17[Today]))

Hi @Roseventura,

I am very glad you have resolved your issue, please mark your solution as answer. So others can find it clearly. Thanks for understanding. 

 

Best Regards,
Angelia

Helpful resources

Announcements
PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.