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connork
Helper I
Helper I

Filtering Matrix with Calculated Measure

I have a calculated measure MFILTER that is a max date to filter out data after the desired reporting range in the table DATA.  The DATA table that has the following fields: 

EmployeeClientDateMonthEndQty

 

The following measure is being used in table to show prior month quantity by dept & employee in a matrix:

 

PMTotal = 
VAR 
PM = eomonth([MFILTER],-1)
VAR 
CY = year([MFILTER])
RETURN
calculate(sum(DATA[QTY]),
	filter(DATA,
		DATA[monthend]= PM
		&&year(DATA[monthend])=CY
	)
)

 

The measure is correct for active employees with hours, but if there was an employee in the dept with old records PMTotal is populating with a sum of the last records that employee has (i.e. ignoring the filter).

 

If I change the last part of the code to:

   Year(DATA[MonthEnd]) = CY year(today())

The filter works and the employees with old data are excluded.

 

Any help/input on why the year filter is not working when referencing the VAR CY is appreciated.

 

1 REPLY 1
v-yuezhe-msft
Employee
Employee

@connork,

What formula do you use to create MFILTER measure? Could you please share sample data of your table and post expected result here ?

Regards,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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