Forum Discussion

superjam's avatar
superjam
Helper II
2 years ago
Solved

YTD for calculated values not working

Hello PowerBI experts!   I have 3 tables: 1. Balances Investment balances for each month, like so: Date  Final Balance  31-12-22            100.000 31-01-23            101.000 28-...
Need Help
  • Greg_Deckler's avatar
    Greg_Deckler
    2 years ago

    superjam Here you go:

    Measure = 
    VAR __MesAnoNUm = MAX('Calendar'[MesAñoNum])
    VAR __Table = FILTER ( SUMMARIZE( ALLSELECTED('Calendar'), [MesAño], [MesAñoNum], "__Value", [Revenue month] ), [MesAñoNum] <= __MesAnoNum )
    VAR __Result = SUMX( __Table, [__Value] )
RETURN
    __Result
superjam's avatar
superjam
Helper II
2 years ago

Hello Greg_Deckler 

 

You rock!! It worked fine. THANK YOU very much. 

 

Now it is my turn to discover and learn how you did it (and why otherwise it did not work).

And I think I will by your book. Really.

 

Kind regards.

Greg_Deckler's avatar
Greg_Deckler
Community Champion
2 years ago

superjam Thanks. It's interesting because at it's heart, it's a running total. And you have a Calendar table so, in theory, you should have been able to construct that running total using CALULATE and/or using time intelligence functions so not entirely certain where things were going haywire other than it's likely some complexity buried in your measures that eventually become part of the running total. A lot of running totals are simple SUM's but yours is much more complex so that would be my guess as far as what was going on.