Introducing Month field from Calendar changes YTD calculation

[JoeAPH]

I have a measure

Sales YTD = CALCULATE([Ttl Sales],

FILTER(trans,year(trans[DATE])=MAX(Calendar2[Year])),

FILTER(trans,trans[Hold?]="n"))

Note: Ttl Sales = Sum(trans[NetSales])

In my chart this measure correctly computes as expected ie gives me the total Net Sales in the 'trans' table for transactions dated in the current year (which is the max year in my Calendar2 table

So all is well.

However, when I introduce the Month field (which is an integer in my Calendar2 table), the chart shows the Net Sales per year for the year to date, but then shows Net Sales for last year for the remaining Months.

Can anyone explain this please?

[Anonymous]

@JoeAPH - Does your calendar table include future dates?

[JoeAPH]

 Hi

Thank you for your time!

No. Calendar cust off at current day.

Joe

[Anonymous]

Then let's say you have a filter to limit to only July. Then your calculation is run in that context, thus finding the max year associated with July: 2018. 

If you want the max year from the calendar table, and ignore filters, you can do something like:

Sales YTD = 
var max_year = CALCULATE(MAX(Calendar2[Year]), ALL(Calendar2))
return CALCULATE([Ttl Sales],  //***Edit: Had forgotten to include "return"// 
FILTER(trans,year(trans[DATE])=max_year),
FILTER(trans,trans[Hold?]="n"))

Note: this is not a typical YTD function, as YTD usually refers to the cumulative value each month.

[JoeAPH]

Hi

Thank you for your explanation of the error and formula suggestion.

I'm getting this error:

The syntax for 'CALCULATE' is incorrect. (DAX(var max_year = CALCULATE(MAX(Calendar2[Year]), ALL(Calendar2))CALCULATE([Ttl Sales],FILTER(trans,year(trans[DATE])=max_year),FILTER(trans,trans[Hold?]="n")))).

Any ideas?

[JoeAPH · Accepted solution]

Hi

I added the RETURN command, and it is working perfectly!

Many thanks

Joe

[JoeAPH]

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