YTD Total is Slightly Off

[seanpratt]

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?

[v-tangjie-msft · Accepted solution]

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. 

[Shaurya]

Hi @seanpratt,

You can use:

Measure = CALCULATE([% Turnover],FILTER(ALL('Table'),'Table'[Quarter]<=MAX('Table'[Quarter])))

Works for you? Mark this post as a solution if it does!
Check out this blog of mine: How to Export Telemetry Data from Azure IoT Central into Power BI

[seanpratt]

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