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didierwindey Visitor
Visitor

TOTALYTD powerpivot > not calculating

Hi,

 

I need the YTD totals for a reporting project with PowerPivot (not PowerBI).  Whatever I try, the values are not adding, an I just get the original value... 

 

TOTALYTD(SUM([AantalVanNaar-magazijneenheid); tblDatums(Datum)) and some variations

 

I have a dates table, linked to the other tables. Is there some issue here ?

 

Knipsel2.PNGKnipsel1.PNG

 

thanks in advance

 

Didier

 

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft v-jiascu-msft
Microsoft

Re: TOTALYTD powerpivot > not calculating

Hi Didier,

 

As we can see from your picture, you can't create a proper relationship with the columns that you already have. The relationship should base on the dates rather than the first day of the month. You can check it out in this file.

 

I think you need to make some changes of the formula to make it work as a calculated column. (I tested with TOTALMTD)

 =
CALCULATE (
    TOTALMTD ( SUM ( [Value] ), 'RightTable'[Date] ),
    ALLEXCEPT ( 'RightTable', 'RightTable'[date] )
)

TOTALYTD_powerpivot_not_calculating

 

BTW, please go to here for professional help if you have questions about Excel. If this helps, please mark it as answer.

 

Best Regards,

Dale

Community Support Team _ Dale
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

1 REPLY 1
Microsoft v-jiascu-msft
Microsoft

Re: TOTALYTD powerpivot > not calculating

Hi Didier,

 

As we can see from your picture, you can't create a proper relationship with the columns that you already have. The relationship should base on the dates rather than the first day of the month. You can check it out in this file.

 

I think you need to make some changes of the formula to make it work as a calculated column. (I tested with TOTALMTD)

 =
CALCULATE (
    TOTALMTD ( SUM ( [Value] ), 'RightTable'[Date] ),
    ALLEXCEPT ( 'RightTable', 'RightTable'[date] )
)

TOTALYTD_powerpivot_not_calculating

 

BTW, please go to here for professional help if you have questions about Excel. If this helps, please mark it as answer.

 

Best Regards,

Dale

Community Support Team _ Dale
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

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