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Hi I would like to ask for your help. I have this covenant financial report and I need to show the values only until the recent month of the current year. In my visuals I should only have values until December 2022, but it fills the whole year with the same value as the current month and the total was messed up.
I have 4 tables BS Template -Accounts - Journals - Dates
Data Model
This is my measure:
Covenant M =
var _dummyaccount = SELECTEDVALUE('BS Template'[Items Normalize])
return
SWITCH(
TRUE() ,
_dummyaccount = "Total Assets", [Total Assets $$],
_dummyaccount = "Total Liabilities", [Total Liabilities $$],
_dummyaccount = "Total Equity",[Total Equity $$],
_dummyaccount = "Total Tangible Assets", [Total Tangible Assets],
_dummyaccount = "Net Tangible", [Net Tangible],
_dummyaccount = "In $ terms to find", [In $ terms to find],
_dummyaccount = "Tangible Asset %", FORMAT([Tangible Asset %], "0.00%"),
_dummyaccount = "Shortfall", FORMAT([Shortfall], "0.00%"),
CALCULATE([Totals])
)
please try
Covenant M = var _dummyaccount = SELECTEDVALUE('BS Template'[Items Normalize]) var _recentmonth = MAX('Dates'[Month]) return SWITCH( TRUE() , _dummyaccount = "Total Assets", [Total Assets $$], _dummyaccount = "Total Liabilities", [Total Liabilities $$], _dummyaccount = "Total Equity",[Total Equity $$], _dummyaccount = "Total Tangible Assets", [Total Tangible Assets], _dummyaccount = "Net Tangible", [Net Tangible], _dummyaccount = "In $ terms to find", [In $ terms to find], _dummyaccount = "Tangible Asset %", FORMAT([Tangible Asset %], "0.00%"), _dummyaccount = "Shortfall", FORMAT([Shortfall], "0.00%"),
CALCULATE([Totals], FILTER('Dates', 'Dates'[Month] <= _recentmonth)) )
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