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jaco1951
Helper III
Helper III

Problem with date filter when sum

Hi

 

I cannot get the correct sum when trying to sum a group of values where I want to collect the ones that have been updated most recently by week.

 

I have created a filter saying Date = Max(Date), so that when I select a week, I want to sum the newest data for that period.

 

balance_USD = CALCULATE(
SUMX(factTable; 'factTable'[amount_USD]);
FILTER(factTable; factTable[dataSource] = "BANK");
FILTER(cal_Reported; cal_Reported[Date] = [maxDate_Reported]) )

I have two dates for the week I am running, and it sums both... 

 

Anyone who can see what I am doing wrong?

Br Espen

1 ACCEPTED SOLUTION
jaco1951
Helper III
Helper III

Seems that I have fixed the issue, still not quite sure how... 

I changed the MAX(Date) variable, adding a ALLSELECTED filter to it:

 

maxDate_Reported = CALCULATE(

MAX(factTable[date_reported]);

FILTER(ALLSELECTED(factTable);
factTable[dataSource] = "BANK"))

View solution in original post

2 REPLIES 2
jaco1951
Helper III
Helper III

Seems that I have fixed the issue, still not quite sure how... 

I changed the MAX(Date) variable, adding a ALLSELECTED filter to it:

 

maxDate_Reported = CALCULATE(

MAX(factTable[date_reported]);

FILTER(ALLSELECTED(factTable);
factTable[dataSource] = "BANK"))

Hi @jaco1951,

 

Glad to hear that you have resolved by yourself.

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
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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