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dreyes6
Helper I
Helper I

Sum of the current year

ClientCommissionrenewal date
Client A$238,9664/1/2020
Client A$51,7185/1/2020
Client A$87,4366/1/2020
Client A$204,1077/1/2020
Client A$231,2598/1/2021
Client A$650,8599/1/2021
Client A$45,24710/1/2021
Client A$161,18711/1/2021
Client A$19,00912/1/2021
Client A$012/31/2021
Client A$5,328,3431/1/2022
Client A$121,8923/1/2022
Client A$180,9994/1/2022
Client A$15/1/2022
Client A$06/1/2022
Client B$4004/1/2020
Client B$4005/1/2020
Client B$4006/1/2020
Client B$4007/1/2020
Client B$4008/1/2021
Client B$6,0009/1/2021
Client B$6,00010/1/2021
Client B$6,00011/1/2021
Client B$3,00012/1/2021
Client B$3,00012/31/2021
Client B$3,0001/1/2022
Client B$3,0003/1/2022
Client B$6,0004/1/2022
Client B$6,0005/1/2022
Client B$6,0006/1/2022

 

 

can someone help on this, I need to get the sum for all commissions for current year

Sum Commission Latest Year =
CALCULATE (SUM(table[Commission] ),
FILTER (ALL(table[RenewalDate]),
YEAR(table[RenewalDate] ) =
YEAR ( MAX ( table[RenewalDate]))))

but this formula doesn't have the correct totalsum 
1 ACCEPTED SOLUTION
Dhacd
Resolver III
Resolver III

Hi @dreyes6,
This can be achieved by the following measure.

 
YTD = CALCULATE(sum('Table'[Commission]),DATESYTD('Calendar'[Date]))

you need to have a Master calendar table and feed the date column to the datesytd

If you think this is helpful please give an upvote. and add as a solution.

View solution in original post

1 REPLY 1
Dhacd
Resolver III
Resolver III

Hi @dreyes6,
This can be achieved by the following measure.

 
YTD = CALCULATE(sum('Table'[Commission]),DATESYTD('Calendar'[Date]))

you need to have a Master calendar table and feed the date column to the datesytd

If you think this is helpful please give an upvote. and add as a solution.

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