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zraopingm's avatar
zraopingm
Icon for Helper IV rankHelper IV
8 months ago

month data dropped off from the report

Hello I receive life to date ( LTD) expense report each month, i append each month to have the whole population for all projects for all periods.

some projects are dropped off randomly  anytime once it is completed/terminated, for example, this one: 

as of Aug. 2024, total ytd expense was 351k, and competed. it was dropped off from May 25 report. 

I got current month expense by LtD exp.  minus previous LTD , for example: Feb. 24 month exp. is 11,180 and sep. 24 is 0. and same logic May 25 -351k ( not correct)

I need help how to get May 25 expense = 0 even it is dropped off the list, its LTD exp should be still 350,609. 

I tried 

TOTALYTD =
TOTALYTD(
    SUM(FYALL[Total Expenditures(d) = (b)+(c) ]), 'Date'[Date])  but i am having a hard time with totalytd for previous month.. I tried totalmtd, since May 25 was dropped off, so it does not work.. Many thanks Zoey

 

 

  

 

 

Need Help

5 Replies

  • danextian's avatar
    danextian
    Icon for Super User rankSuper User
    8 months ago

    Hi zraopingm 

    Please provide a workable sample data (not an image), your expected result from the same sample data and your reasoning behind. You may post a link to Excel or a sanitized copy of your PBIX stored in the cloud.

    • zraopingm's avatar
      zraopingm
      Icon for Helper IV rankHelper IV
      8 months ago

      Thank you for your comments and feedback, my pal and I just figured it out. Zoey

  • AnkitKukreja's avatar
    AnkitKukreja
    Icon for Super User rankSuper User
    8 months ago

    Hi! zraopingm 

    If you already have a workable solution then you can use if condition to see if the value is null or blank then use 0 in that place else your dax. 
    If not then please share your sample data and expected result to work on it.

     

     

     

    • zraopingm's avatar
      zraopingm
      Icon for Helper IV rankHelper IV
      8 months ago

      Thank you for your feedback, My pal and I just figured it out. Thank you Zoey 

       

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 months ago

    Hi zraopingm,

     

    Great to hear that it's working as expected on your end! Could you please share the solution? It would be really helpful for others in the community who might be facing similar issues and can address them quickly. Also, I would suggest accepting your approach as the solution so that it can benefit others as well.

     

    Thanks & Regards,

    Prasanna Kumar