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baribir
Helper I
Helper I

YTD calculation not working in waterfall visual

Hi all,

 

I have several YTD measures by union I have made a waterfall visual but it is not showing me YTD just actual data for that month.

 

This is my actual monthly data and YTD table. 

Untitled.png

ANd here is my YTD Forecast spend - 

YTD Forecast Spend =
CALCULATE(sum('Table'[Forecast Spend]), DATESYTD('Calendar'[Date]))
 
After I am making a table with this expression - 
Waterfall YTD =
UNION(
SUMMARIZE ( 'Table','Table'[Attribute],'Table'[ID], "category","1. YTD Forecast","Value",[YTD Forecast Spend]),
SUMMARIZE ( 'Table','Table'[Attribute],'Table'[ID], "category", "2.YTD Price","Value", [YTD Price])),
SUMMARIZE ( 'Table','Table'[Attribute], 'Table'[ID],"category","3.YTD Volume","Value", [YTD Volume]),
SUMMARIZE ( 'Table','Table'[Attribute], 'Table'[ID],"category","4.YTD Efficiency","Value", [YTD Efficiency]
))
 
and in the end, it gives me this waterfall chart
 
Untitled.png
 
Thank you in advance!
 
2 REPLIES 2
Anonymous
Not applicable

Hi @baribir ,

 

please change the calendar date column type to DATE type and use the below DAX formula to calculate YTD

 

YTD Forecast Spend =
CALCULATE ( SUM ( 'Table'[Forecast Spend] ), DATESYTD ( 'Calendar'[Date].Date ) )

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.

 

Regards,

Gaurav Raj Singh

LinkedIN : https://www.linkedin.com/in/gauravrajsingh/

Hi @Anonymous ,

 

As you see in table format YTD is working and the calculations are correct. The datetable date is in date format. 

 

 

 

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