DatesYTD isn't working

[Jkaelin]

Good afternoon,

I have a YTD that isn't working correctly.  If a forecast value is not available, then it should return the actual revenue value.  The picture below shows that works well.  However, I'm trying to get the forecast YTD value to aggregate correctly.  Instead, the forecast YTD is cumulating the revenue (Jan - Mar) & then resets & then cumulates the forecast value for the remainder of the year.  

I've tried various YTD measures & "if blank" logic, but to no avail. 

Incorrect Measure(s):

Forecast :=CALCULATE(IF(ISBLANK([Monthly Revenue]),[Monthly Forecast],[Monthly Revenue]))

YTD Forecast :=CALCULATE([Forecast],DATESYTD(dimDate'[Date]))

Any thoughts?  Tips?  Suggestions?

Kindly - James

[v-frfei-msft · Accepted solution]

Hi @Jkaelin,

I made one sample for your reference. Creating the measures as below.

Monthly Forecast = SUM(Table1[Forecast])

Monthly Revenue = SUM(Table1[Revenue])

Forecast M = IF(ISBLANK([Monthly Revenue]),[Monthly Forecast],[Monthly Revenue])

Measure =
VAR a =
    TOTALYTD ( [Monthly Revenue], dimDate[Date] )
VAR b =
    TOTALYTD (
        CALCULATE (
            [Monthly Forecast],
            FILTER ( Table1, [Monthly Revenue] = BLANK () )
        ),
        dimDate[Date]
    )
RETURN
    IF ( ISBLANK ( [Monthly Revenue] ), a + b, a )

Also attached the pbix for your reference. If it doesn't meet your requirement, kindly share your sample data and excepted result to me.

Regards,

Frank

[Anonymous]

Hi @v-frfei-msft,

i tried testing the same and i am able to recreate what james was talking about.

i also checked your file "Dates YTD not working.pbix" file and is working good.Not sure if am missing something in here.

Please find the test file which i created in the below link :

YTD Test

My file see YTD Measure : 
 YTD Measure = CALCULATE([Measure],DATESYTD('Calendar'[Date]))

Regards

CLR