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SBIM
Helper I
Helper I

Table showing all sales reps not just the ones for the MTD calculation

I have a fiscal MTD measure that works fine and gives me an accurate result based on the max date from a date slider so the user can look at prior months as needed. The issue that I have is when we add the sales rep into the market hierarchy it shows a list of all sales reps that have ever sold in that market, not just the ones that make up the MTD total.

 

You can see in the screenshots below I can't even show the full list of sales reps, but in the second screenshot if I use a hard filter to select only the current month I get the accurate list of sales reps. 

 

My formula looks like this 

1 FMTDSales = CALCULATE(
    SUM(JobsWithMilestones[GrossAmount]),
    JobsWithMilestones[ContractfiscalYear] = YEAR(MAX(JobsWithMilestones[ContractDate])),
    JobsWithMilestones[ContractfiscalMonthOfYear] = MONTH(MAX(JobsWithMilestones[ContractDate]))
)

 

If anyone can help me to get the accurate list of agents without a hard filter it would be much appreciated.

 

SBIM_3-1679572330108.png

VS

SBIM_2-1679572210168.png

 

1 REPLY 1
lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

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