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rfwjr64's avatar
rfwjr64
Frequent Visitor
5 years ago
Solved

Total YTD with 3/31 and USERELATIONSHIP

Hello, 

I need to create a chart with TotalYTD that ends 3/31, but I also need to use USERELATIONSHIP.

Here is the formula that I have so far, pieced together from other measures that I have used, but I know I am either missing something or including something in the wrong place... I am not sure.

 

TotalYTD(SUM(DataSFDC_OppoProd[ProdAmount]),DataSFDC_Oppo[True Close Date],"03/31",

USERELATIONSHIP(Ref_DateTable[Date],DataSFDC_Oppo[True Close Date]))

 

Can somebody please provide some guidanace... much appreciated.

Need Help
  • CNENFRNL's avatar
    CNENFRNL
    5 years ago

    looks like a syntax error only,

    =
CALCULATE(
    TOTALYTD(
        SUM( DataSFDC_OppoProd[ProdAmount] ),
        DataSFDC_Oppo[True Close Date],
        "03/31"
    ),
    USERELATIONSHIP ( Ref_DateTable[Date], DataSFDC_Oppo[True Close Date] )
)

2 Replies

  • CNENFRNL's avatar
    CNENFRNL
    Icon for Community Champion rankCommunity Champion
    5 years ago

    looks like a syntax error only,

    =
CALCULATE(
    TOTALYTD(
        SUM( DataSFDC_OppoProd[ProdAmount] ),
        DataSFDC_Oppo[True Close Date],
        "03/31"
    ),
    USERELATIONSHIP ( Ref_DateTable[Date], DataSFDC_Oppo[True Close Date] )
)
    • rfwjr64's avatar
      rfwjr64
      Frequent Visitor
      5 years ago

      Thank you very much for your help.  Much appreciated.