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ADP007's avatar
ADP007
Helper IV
9 years ago
Solved

TOTALYTD not working

Hi,   Really can't figure out why TOTALYTD is not working. Have seen the tutorial, read the posts here but can't get it to work.   I'm trying to have a running sum for each month.   Any help is...
  • Dog's avatar
    Dog
    9 years ago

    Hi ADP007

     

    sorry I haven't got one drive account from work. 

     

    in the pbix file, i went into the relationship area and deleted the relationship you had between FK_Calendar and SK_Calendar and created a new relationship between the BK_Calendar columns. 

     

    does that help? 

     

    Dog. 

  • Dog's avatar
    Dog
    9 years ago

    just in case I'm not online I'll post anyways

     

    both filters are set against the Year and MonthNameEN columns from DimDate table

     

    SumOfSales = sum(FactEstimates[SaleNetNet])

     

    Current Period Sales = CALCULATE([SumOfSales])

     

    Previous Year Period Sales = CALCULATE([SumOfSales], SAMEPERIODLASTYEAR(DimDate[BK_Calendar]))

     

    Current YTD Sales = CALCULATE([SumOfSales], DATESYTD(DimDate[BK_Calendar]))

     

    Previous Year YTD Sales = CALCULATE([Current YTD Sales], SAMEPERIODLASTYEAR(DimDate[BK_Calendar]))

     

    Current Full Year Sales = CALCULATE([SumOfSales], ALL(DimDate), DATESBETWEEN(DimDate[BK_Calendar], STARTOFYEAR(DimDate[BK_Calendar]), ENDOFYEAR(DimDate[BK_Calendar])))

     

    Previous Full Year Sales = CALCULATE([Current Full Year Sales], SAMEPERIODLASTYEAR(DimDate[BK_Calendar]))

  • Dog's avatar
    Dog
    9 years ago

    Hi David, 

     

    the previous full year is returning a total of all salesnet for 2014 as there are no dates in the date table. 

     

    there are two options I suppose, you could populate those 2014 dates in the DimDate table which would return a blank for the joined records. 

     

    or

     

    amend the measure to manually work out the start and end dates of the previous year and only return data if these are populated. 

     

     

    Previous Full Year Sales =
    var startdate = DATEADD(STARTOFYEAR(DimDate[BK_Calendar]), -1, YEAR)
    var enddate = DATEADD(ENDOFYEAR(DimDate[BK_Calendar]), -1, YEAR)

    RETURN
    IF(ISBLANK(startdate) || ISBLANK(enddate),blank(), CALCULATE([SumOfSales], ALL(DimDate), DATESBETWEEN(DimDate[BK_Calendar], startdate, enddate)))

     

    Dog.