YTD measure missing month?

[Pmorg-73]

Hi

I have an oddity. I have used YTD to calculate cumulative invoicing as follows. I have a full daily date calendar table.

YTD Invoiced = IF(ISBLANK([Invoiced]), blank(),

CALCULATE([Invoiced],

DATESYTD('01_calendar'[Date],"31/3")))

I have used the same method for a few different measures. But for some reason this one is skipping months in my table for this measure?

 am filtering the table by a username. ie we have 4 Directors and I selected 1 director as a filter. If I remove that filter it looks to be working ok. Any suggestions to improve the DAX?

[v-karpurapud · Accepted solution]

Hi @Pmorg-73 

We would like to confirm whether the issue has been resolved. If it is still outstanding, please share any additional information so we can assist you further.

Thank you.

[Pmorg-73]

I think it was a glitch in PBI. I cleared all my filters, went to a new page and it worked as it should. Rebuilt the visual and it seems to be working fine now. I dont think I will ever know what had caused it

[v-karpurapud]

Hi @Pmorg-73 

I wanted to check if you’ve had a chance to review the information provided. If you have any further questions, please let us know. Has your issue been resolved? If not, please share more details so we can assist you further.

Thank You.

[Pmorg-73]

Hi. Sorry I do meant to look. I am a structural engineer so have been stuck in to some design projects. Power BI is more aimed at my companies performance so takes a bit of a back seat when busy.

[v-karpurapud]

Hi ,

No problem, we understand that your design projects are a priority. Thank you for keeping me informed. When you are ready to return to the Power BI tasks, Please feel free to contact us we will assist you.

Regards,

Microsoft Fabric Community Support Team.

[v-karpurapud]

Hi @Pmorg-73 

Thank you for reaching out to the Microsoft Fabric Community Forum.

I reproduced the scenario on my end using sample data and it worked successfully. To help you better understand the implementation, I’ve attached the snapshot and  .pbix file for your reference. Please take a look at it and let me know your observations. 

Regards,

Microsoft Fabric Community Support Team.

[kushanNa]

Hi @Pmorg-73 

It’s a bit difficult to say what the issue is without looking at your data. However, check if there are any blank / unusual format directors in the Directors column of your main table & silcer column . If so, they will appear as (Blank) in your slicer because it could not find a match in your director table column.

Also, filter for the months of August and May in your Main table and check for any blanks or data issues.

If you don’t find any of the issues mentioned above, and your relationships are set up correctly,

• Invoices[Date] → 01_calendar[Date] (many-to-one, single) 

• Invoices[Director] → Directors[Director] (many-to-one, single) 

your original DAX code should work as expected.

[Ashish_Mathur]

Hi,

Share the download link of the PBI file.

[Pmorg-73]

Sorry it contains company sensitive information

[Pmorg-73]

one note to add. In my list there is a "blank" director listed. If I select this along with the director I want it seems to work. Blanks mean ??