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I have a ytd type calculation to calculate revenue from annual contracts. Month revenue is 1/12 of ytd contracts. I use a formula that works and looks like calculate(sum(rev),filter(all([dates]),[dates]<max([dates])&&[dates]>(date(year([dates])-1,month([dates],day([dates])))) Something like that. Unfortunately, when I then summarize by quarter and year, this calculation, of course, just calculates it for the last month of the quarter or year instead of summing 3 quarters worth of revenue:
So 4 Total (fourth quarter) should be Jan + Feb + Mar, not just march. It's quite understandable why my formula results in this, but how do I change it so it shows totals correctly for quarter, year and grand total?
Solved! Go to Solution.
You may refer to the following post.
You may refer to the following post.
I read about it and thought about it as a possibility, but then read this and stopped considering it. If after you've read this you feel that your proposed solution is still appropriate, let me know, but it doesn't look it. Basically, you're suggesting I make a special subtotal column rather than use the one automatically provided by power pivot, because that one doesn't work
https://www.sqlbi.com/articles/all-the-secrets-of-summarize/
Sorry, I meant ltm type calculation, not ytd. Hope it was obvious from the calculate function
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