cancel
Showing results for
Did you mean:
Regular Visitor

## TOTALYTD Cannot get to calculate YTD through Today

Having trouble getting a TotalYTD where I have a Forecast for the entire year loaded. The Forecast has SKU, QTY and DATE. The DATE is related to my Calendar table. What I want is to have the Forecast total for the year to date. Below is what I have tried thus far.

• Unit Forecast YTD = TOTALYTD([Unit Forecast], 'Calendar [Date])
• I get the TOTAL Forecast for the entire year.  What I need is the forecast from January through TODAY.
• Unit Forecast YTD = VAR RetVal = TOTALYTD(SUM(Forecast[UnitForecast]),'Calendar'[Date])RETURN IF(MAX('Calendar'[Date])<=TODAY(), RetVal,0)
• For this one I get 0

The data is pretty straight forward. see example below:

 Date Qty SKU 1/1/2019 100 12345 2/1/2019 200 12345 3/1/2019 200 12345 4/1/2019 200 12345 5/1/2019 200 12345 6/1/2019 200 12345 7/1/2019 500 12345 8/1/2019 500 12345 9/1/2019 500 12345 10/1/2019 500 12345 11/1/2019 500 12345 12/1/2019 500 12345

What I need to calculate is 1600, representing the forecast from January - TODAY. What I get is either 4100 using the first formula or Zero using the second formula.

Any help or direction in solving this would be much appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Super User

## Re: TOTALYTD Cannot get to calculate YTD through Today

@knotpc solution is attached. just focus on forecast and calendar table and one measure

There are other tables in the files, just ignore those. cheers!!

`Total YTD Upto Today = TOTALYTD( SUM( Forecast[Qty] ), 'Calendar'[Date], 'Calendar'[Date] <= TODAY() )`

Proud to be a Datanaut! Appreciate your Kudos
Feel free to email me with any of your BI needs.

Highlighted
Super User

## Re: TOTALYTD Cannot get to calculate YTD through Today

@knotpc solution is attached. just focus on forecast and calendar table and one measure

There are other tables in the files, just ignore those. cheers!!

`Total YTD Upto Today = TOTALYTD( SUM( Forecast[Qty] ), 'Calendar'[Date], 'Calendar'[Date] <= TODAY() )`

Proud to be a Datanaut! Appreciate your Kudos
Feel free to email me with any of your BI needs.

Announcements

#### Challenge: Can You Solve These?

Find out how to participate in the first Power BI 'Can You Solve These?' challenge.

#### Community News & Announcements

Get your latest community news and announcements.

#### Microsoft Business Applications October Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

#### Win Power BI Swag with Community Kudopalooza!

Each week, complete activities and be qualified in the drawing for cool Power BI Swag.

Top Kudoed Authors
Users Online
Currently online: 177 members 1,961 guests
Recent signins: