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seanpratt's avatar
seanpratt
Icon for Helper III rankHelper III
3 years ago
Solved

YTD Total is Slightly Off

Good morning,

I've noticed an error in my running total (column 'Measure'). I'm thinking it's easy but having some problems tinkering with it.

I want to simply add the totals in [% Turnover] (this is a measure) together. So it's simply 9.7 + 7.1 + 10.3 = 27.1% but I'm getting 27.5%.

 

I understand that the 27.5% is coming from the total terminations / YTD average ([14+12+23] / AVERAGE(144.3+168.3+222.7)) but I do not want this way of calculating it as it tends to confuse the audience. 

 

Can anyone provide a formula to try so I get the 27.1% at end of Q3?

 

 

  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi seanpratt ,

     

    According to your description, here are my steps you can follow as a solution.

    (1) This is my test data. 

    (2) We can create a calculated column.

    Year = YEAR('Table'[Date])
    Quarter = QUARTER('Table'[Date])

    (3) We can create a measure.

    Measure = CALCULATE([% Turnover],'Table'[Quarter]<=SELECTEDVALUE('Table'[Quarter]))

    (3) Then the result is as follows.

    Best Regards,

    Neeko Tang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi seanpratt ,

     

    According to your description, here are my steps you can follow as a solution.

    (1) This is my test data. 

    (2) We can create a calculated column.

    Year = YEAR('Table'[Date])
    Quarter = QUARTER('Table'[Date])

    (3) We can create a measure.

    Measure = CALCULATE([% Turnover],'Table'[Quarter]<=SELECTEDVALUE('Table'[Quarter]))

    (3) Then the result is as follows.

    Best Regards,

    Neeko Tang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. 

    • seanpratt's avatar
      seanpratt
      Icon for Helper III rankHelper III

      Unfortunately that did not work. It actually kept a running count into the following year which is not ideal.