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WaqarArshad
Helper I
Helper I

Microsoft Report builder YTD Calculation Error

Hi all, 

 

Ive been struggling with an issue for a long time in Microsoft Report Builder and have not found anything that worked for my model. I have created a very simple dataset to replicate the problem I am having.

 

I have a powerbi dataset connected to Microsoft Report Builder through dax studio

 

My data model has 3 columns:

- Region 

- Date 

- Amount

 

I would like to display a YTD value

If i selected Jan 2023, the YTD measure returns the correct value

If i select Jan 2023 and Feb 2023, the YTD measure returns the correct value

If i select Jan 2023, Feb 2023 and March 2023, the measure returns the correct value

If i select Feb 2023 and March 2023, the measure returns incorrect value - It returns the sum of the periouds in the filter selected. 

 

I need it to return the YTD for the max date in the filter selected

 

The dataset and report builder files can be found here 

WaqarArshad_4-1688977351062.png

 

WaqarArshad_0-1688977273848.png

WaqarArshad_1-1688977292828.png

WaqarArshad_2-1688977312973.png

 

WaqarArshad_3-1688977332046.png

Any help would be greatly appreciated

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