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Helper I

Sum of the current year

 Client Commission renewal date Client A \$238,966 4/1/2020 Client A \$51,718 5/1/2020 Client A \$87,436 6/1/2020 Client A \$204,107 7/1/2020 Client A \$231,259 8/1/2021 Client A \$650,859 9/1/2021 Client A \$45,247 10/1/2021 Client A \$161,187 11/1/2021 Client A \$19,009 12/1/2021 Client A \$0 12/31/2021 Client A \$5,328,343 1/1/2022 Client A \$121,892 3/1/2022 Client A \$180,999 4/1/2022 Client A \$1 5/1/2022 Client A \$0 6/1/2022 Client B \$400 4/1/2020 Client B \$400 5/1/2020 Client B \$400 6/1/2020 Client B \$400 7/1/2020 Client B \$400 8/1/2021 Client B \$6,000 9/1/2021 Client B \$6,000 10/1/2021 Client B \$6,000 11/1/2021 Client B \$3,000 12/1/2021 Client B \$3,000 12/31/2021 Client B \$3,000 1/1/2022 Client B \$3,000 3/1/2022 Client B \$6,000 4/1/2022 Client B \$6,000 5/1/2022 Client B \$6,000 6/1/2022

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
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

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

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