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GeorgiBarov's avatar
GeorgiBarov
Frequent Visitor
8 years ago
Solved

Year-to-date per category

Hi guys,   I have to create Year-to-date measure to recieve the bonus of every emloyee Let me explain in the example. This is my table and I want to get summurized information about year-to-date ...
Need Help
  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    8 years ago

    HI GeorgiBarov

     

    Please try this...revision

     

    YTD Bonus =
CALCULATE (
    SUM ( Table1[Bonus] ),
    FILTER (
        ALLEXCEPT ( Table1, Table1[Employee] ),
        Table1[Bonus Date] <= SELECTEDVALUE ( Table1[Bonus Date] )
    )
)
GeorgiBarov's avatar
GeorgiBarov
Frequent Visitor
8 years ago

Hi Zubair_Muhammad and thank you for the reply :)

I tried it and it works with the simple example which I gave, but when I tried it to use it in more complex dataset I recieved this:

And here is the data set and formula:

 

Have you got any suggestions why this happened? 

Thank you in advance :)

 

Zubair_Muhammad's avatar
Zubair_Muhammad
Icon for Community Champion rankCommunity Champion
8 years ago

HI GeorgiBarov

 

Please try this...revision

 

YTD Bonus =
CALCULATE (
    SUM ( Table1[Bonus] ),
    FILTER (
        ALLEXCEPT ( Table1, Table1[Employee] ),
        Table1[Bonus Date] <= SELECTEDVALUE ( Table1[Bonus Date] )
    )
)