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I have a formula trying to get YTD numbers by year with sum TOTAL at the bottom. The current year looks like this:
CC YTD 2019 V4 = CALCULATE(
SUMX('QA Data','QA Data'[Consumer Complaints 2019]) , FILTER(ALL('Calendar'), 'Calendar'[Date].[Year] <= MAX('Calendar'[Date].[Year])))
But the numbers displayed (including TOTAL) are full year numbers even when spliced by a month. How can I get the numbers to display YTD by month when spliced.
Thanks,
John
Well, 'Calendar'[Date].[Year] <= MAX('Calendar'[Date].[Year]) will always be true in any given year and you are filtering ALL, so yes, that would be the expected result. I'm thinking that you want:
'Calendar'[Date] <= MAX('Calendar'[Date])
Thanks for the reply. I think we're closer. I take the ALL statement out and get the following:
CC YTD 2019 V4 = CALCULATE(
SUMX('QA Data','QA Data'[Consumer Complaints 2019]) , FILTER('Calendar' , 'Calendar'[Date].[Year] <= MAX('Calendar'[Date].[Year])))
This gives the monthly total not YTD. How do I get YTD up to the month selected?
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