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Omezquita2
Frequent Visitor

TOTALYTD not showing results if there's no Year filter

I'm calculating Actuals/Forecast YTD and TOTALYTD is not showing the result for Actuals when there's no YEAR filter.

See below:

TotalYTD Problems.PNG

 

 

Here's the file: https://drive.google.com/open?id=1j5YqaB-tmleLZYRaMpzyM86FaEyVWjzj

 

Thanks!

2 ACCEPTED SOLUTIONS
v-yuta-msft
Community Support
Community Support

@Omezquita2 ,

 

You may create measure YTD in Data table, not in measure1 table as below:

YTD = TOTALYTD(sum(Data[Value]), Data[Attribute])

Capture.PNG  

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Got the answer!

TOTALYTD needs a date filter context to produce results. Since there's no filter context it was taking the last date from the date table. 

The last date in the Date Table is 2020 for which there are no Actuals, hence no results. When you put the Date from the Fact Table the combined filter context of Actuals + Date was for 2019 which contains data.

Thanks!

View solution in original post

4 REPLIES 4
v-yuta-msft
Community Support
Community Support

@Omezquita2 ,

 

You may create measure YTD in Data table, not in measure1 table as below:

YTD = TOTALYTD(sum(Data[Value]), Data[Attribute])

Capture.PNG  

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@v-yuta-msft  Thanks!

Why this is happening?

My understanding is that time intelligence functions should use a date column from a DateTable. That's why I'm using the date field from the DateTable.

Got the answer!

TOTALYTD needs a date filter context to produce results. Since there's no filter context it was taking the last date from the date table. 

The last date in the Date Table is 2020 for which there are no Actuals, hence no results. When you put the Date from the Fact Table the combined filter context of Actuals + Date was for 2019 which contains data.

Thanks!

@Omezquita2 ,

 

Great to hear that.

 

Regards,

Jimmy Tao

 

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