Can someone explain why my Quarter to Date Sales goes from $880.84K (which is correct) to $15.71K (which represents ONLY today’s sales) when I join my Calendar table to my Sales table? If I don’t create a relationship (join) between the two tables, my QTD total is correct. When I join the two tables (on CADATE> INVOICE_DATE), the total for the quarter is only TODAY’S total sales.
Here are the MEASURE functions I am using:
Quarter Sales = calculate(sum(PBI_Invoice_17[Total Extended Sales]), filter(PBI_Invoice_17,PBI_Invoice_17[Quarter] = CONCATENATE("Q",PBI_FSCAPF[Today Quarter])))
Today Quarter = lookupvalue(PBI_FSCAPF[CAFQTR],PBI_FSCAPF[LUDATE],PBI_FSCAPF[Current Date])
Current Date = today()
My Calendar Table (PBI_FSCAPF) looks like this (our format is CYYMMDD):
CADATE | CAFYR | CAFMON | CAFQTR | WeekdayNo | Weekday | LUDATE | LONGDATE | PADFQTR | YEAR-MO | YEAR-QTR |
1170109 | 117 | 1 | 1 | 1 | Monday | 1/9/2017 | 20170109 | Q1 | 2017-01 | 2017-Q1 |
1170110 | 117 | 1 | 1 | 2 | Tuesday | 1/10/2017 | 20170110 | Q1 | 2017-01 | 2017-Q1 |
1170111 | 117 | 1 | 1 | 3 | Wednesday | 1/11/2017 | 20170111 | Q1 | 2017-01 | 2017-Q1 |
1170112 | 117 | 1 | 1 | 4 | Thursday | 1/12/2017 | 20170112 | Q1 | 2017-01 | 2017-Q1 |
1170113 | 117 | 1 | 1 | 5 | Friday | 1/13/2017 | 20170113 | Q1 | 2017-01 | 2017-Q1 |
1170114 | 117 | 1 | 1 | 6 | Saturday | 1/14/2017 | 20170114 | Q1 | 2017-01 | 2017-Q1 |
1170115 | 117 | 1 | 1 | 7 | Sunday | 1/15/2017 | 20170115 | Q1 | 2017-01 | 2017-Q1 |
My Sales Table (PBI_Invoice_17) looks like this:
INVOICE_NUMBER | INVOICE_LN | INVOICE_DATE | Year-Mo | Year-Qtr | Quarter | Year | Ext Sales Amount |
54778359 | 6 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 302.4 |
54778359 | 7 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 36 |
54778359 | 8 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 80.5 |
54778359 | 9 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 73.5 |
54778359 | 10 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 97.6 |
54778359 | 11 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 8 |
54778359 | 12 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 159.8 |
54778359 | 13 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 4.7 |
54778359 | 14 | 1170112 | 2017-01 | 2017-Q1 | Q1 | 2017 | 4.7 |
The 3 highlighted numbers below are correct:
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When I join the numbers for YTD and MTD are correct, but QTD is not:
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