Annual Contract display YTD

[reast]

We have several programs with annual contracts and I have a dashboard that shows where we should be YTD. If the contracts are:

Program A 30,000

Program B 40,000

Program C 50,000

Then, I would create an excel document with the daily target for each date for each program to be able to chart the YTD target with a date filter.

July 1, 2019       Program A        82.19

July 1, 2019       Program B        109.59

July 1, 2019       Program C        136.99

July 2, 2019       Program A        82.19

July 2, 2019       Program B        109.59

July 2, 2019       Program C        136.99

etc.

However, we are gaining several new contracts and I imagine there has to be an easier way with Power BI. Any help would be much appreaciated. 🙂

[Greg_Deckler]

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

[amitchandak]

With time intelligence and date calendar you can do that

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"))
This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[reast]

Thank you. I tried your first equation, but it just gave me the daily target for each. It didn't sum them based on the date filter. I must not be understanding the references. 

YTD Target = CALCULATE(SUM('FSPH Contract'[Daily Target]),DATESYTD(('Calendar'[Date]),"6/30"))