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anil's avatar
anil
Helper III
7 years ago
Solved

YTD with month filter using Direct Query

Hi All,

       I am trying to create YTD sales at category level with Month filter using power bi direct query.

If we select month filter value"March" the expected result should be the YTD sum till March.

But in direct query mode, I am unable to use YTD functions. 

 I have tried using this calculated measure but it's not giving YTD result at the

YTD = VAR lastDay =
    MAX ( A2[ORDER_RECEIVED_DATE_NEW] )
VAR year =
    YEAR ( lastDay )
RETURN
    CALCULATE (
        SUM ( A2[Quantity] ),
        FILTER (
            ALL ( A2 ),
            YEAR ( A2[ORDER_RECEIVED_DATE_NEW]) = year
                && A2[ORDER_RECEIVED_DATE_NEW] <= lastDay
        )
    )

category level.

 

please help me with a solution.

3 Replies

    • anil's avatar
      anil
      Helper III

      Anonymous 

      Thanks for the reply.

      Previously I used allexcpet(), but it was not working. Now I tried again, able to see the expected result.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Cool, thanks for confirming.

        Please mark my answer as accepted solution, will help others as well. :)