Date Hierarchy affects calculated measures

[analystict]

Hey there,

Say I have two calculated measures, one measures how many leads were converted, the DAX forumla is:

MU_Conversions_Affiliate_ThisYear = 

VAR currentYear = VALUE(FORMAT(TODAY(), "YYYY"))

VAR TotalConversions = 
    CALCULATE(
        COUNTA('Lead'[conversiondate]),
        'Lead'[conversiondate].[Year] IN { currentYear },
        ALL('Lead'[conversiondate].[MonthNo]),
        FILTER('Lead',
             'Lead'[affiliate_ref] <> "" &&
            ISBLANK('Lead'[affiliate_ref]) = FALSE()
        )
    )
    
    RETURN TotalConversions

The other one checks how many leads were created, the DAX formula is:

MU_TotalLeads_Affiliate_ThisYear = 
 
VAR currentYear = VALUE(FORMAT(TODAY(), "YYYY"))

VAR TotalLeads = 
    CALCULATE(
        COUNTA('Lead'[emailaddress1]),
        FILTER('Lead',
            'Lead'[createdon].[Year] IN { currentYear }
        )
        
    )
    
    RETURN TotalLeads

createdon and conversiondate are date fields. 

Basically, there are cases in which the createdon field is for example, 15/12/2016, but the conversiondate field is 01/02/2017.

The way I tried to create the hierarchy is use the Month attribute from createdon to group by Month and to show both calculated measures in a Matrix.

My goal is to show "MU_Conversions_Affiliate_ThisYear" grouped per month with the relevant values, as well as MU_TotalLeads_Affiliate_ThisYear with the relevant values (each one with its own values).

I'm not sure how to achieve that.

Thank you in advance!

[v-yuezhe-msft]

@analystict,

Please share sample data of your table here and post expected result here.

Regards,
Lydia

[analystict · Accepted solution]

Hi,  I eventually found a solution by using USERELATIONSHIP after creating a separate relationship for each column.

Thanks :).