YTD 按月求和，仅使用每个月的最新值

Question

给定每日事实表，我想创建 YTD 总和（按月）的度量，但仅对每个月的最后一个可用观察值进行求和。

布局如下：

使用

Date

日期表选择特定月份，使用

Date Copy

表显示截至所选月份的一年中的每个月，以及使用

Pred

值显示每个月的最后可用预测（来自

 Prediction

表）。

期望的结果是：

我的尝试：

Bad = 
VAR LatestMonth =
    SELECTEDVALUE ( 'Date'[Month Number] )
VAR Tbl =
    SUMMARIZE (
        ALLSELECTED ( 'Date Copy' ),
        'Date Copy'[Month Number],
        'Date Copy'[Year],
        "Bad", [Pred]
    )
RETURN
    SUMX ( FILTER ( Tbl, [Month Number] <= LatestMonth ), [Pred] )

返回：

---

重现表格的代码：

Date = 
ADDCOLUMNS (
    CALENDAR ( DATE ( 2023, 1, 1 ), DATE ( 2024, 12, 31 ) ),
    "Day", DAY ( [Date] ),
    "Year", YEAR ( [Date] ),
    "Month Number", MONTH ( [Date] ),
    "Month", FORMAT ( [Date], "mmm" ),
    "Month Year", FORMAT ( [Date], "mmm yyyy" ),
    "EOM", EOMONTH ( [Date], 0 )
)

Date Copy = 
SELECTCOLUMNS (
'Date',
"Date", 'Date'[Date],
"Year", 'Date'[Year],
"Month", 'Date'[Month],
"Month Number", 'Date'[Month Number]
)

Prediction = 
ADDCOLUMNS (
    CALENDAR ( DATE ( 2023, 1, 1 ), DATE ( 2024, 3, 28 ) ),
    "Prediction",
        (
            1000 * DAY ( EOMONTH ( [Date], 0 ) ) - 10
        )
)

及措施：

Pred = 
VAR Dates = DATESBETWEEN ( 'Date Copy'[Date] , STARTOFYEAR ( 'Date'[Date] ), MAX ( 'Date'[Date] ) )
RETURN 
    CALCULATE (
        LASTNONBLANKVALUE ( 'Date Copy'[Date], SUM ('Prediction'[Prediction] ) ),
        REMOVEFILTERS ( 'Date' ),
        USERELATIONSHIP ( 'Prediction'[Date], 'Date Copy'[Date] ),
        KEEPFILTERS ( Dates )
    )

Answer 1

我不确定我是否理解你的设置，但这可行。

Bad = 
VAR LatestMonth =
    SELECTEDVALUE ( 'Date'[Month Number] )
VAR LatestYear =
    SELECTEDVALUE ( 'Date'[Year] )    
VAR Tbl =
    SUMMARIZE (
        ALLSELECTED('Date Copy') ,
        'Date Copy'[Month Number],
        'Date Copy'[Year],
        "Bad", [Pred]
    )

RETURN
CALCULATE(
    SUMX(FILTER(Tbl, 'Date Copy'[Month Number] <= SELECTEDVALUE('Date Copy'[Month Number]) ),[Bad]),
    'Date Copy'[Month Number] <= LatestMonth
)