Year-to-date per category

[GeorgiBarov]

Hi guys,

I have to create Year-to-date measure to recieve the bonus of every emloyee

Let me explain in the example.

This is my table and I want to get summurized information about year-to-date bonuses

So in the end I want to recieve this:

[Zubair_Muhammad]

HI @GeorgiBarov

Try this MEASURE

YTD Bonus =
CALCULATE (
    SUM ( Table1[Bonus] ),
    FILTER (
        ALL ( Table1[Bonus Date] ),
        Table1[Bonus Date] <= SELECTEDVALUE ( Table1[Bonus Date] )
    )
)

[GeorgiBarov]

Hi @Zubair_Muhammad and thank you for the reply 🙂

I tried it and it works with the simple example which I gave, but when I tried it to use it in more complex dataset I recieved this:

And here is the data set and formula:

Have you got any suggestions why this happened? 

Thank you in advance 🙂

[Zubair_Muhammad · Accepted solution]

HI @GeorgiBarov

Please try this...revision

YTD Bonus =
CALCULATE (
    SUM ( Table1[Bonus] ),
    FILTER (
        ALLEXCEPT ( Table1, Table1[Employee] ),
        Table1[Bonus Date] <= SELECTEDVALUE ( Table1[Bonus Date] )
    )
)