Calculate YTD Goal based on current month

[phamilton]

I have a goals table for my team which has a monthly goal per user.  I need a way to show the goal YTD in a report so that I can compare it to the actuals.

Currently I have a goals table in my data set which has the user name, date and goal for every month of the current year.  I am struggling to get the report to show the goal up to the current period in the year.

Any help would be greatly appreciated!

Sample of dataset below

User Name	Month	Monthly Goal
User A	01-1-2018	9
User B	01-1-2018	9
User C	01-1-2018	9
User A	02-1-2018	9
User B	02-1-2018	9
User C	02-1-2018	9
User A	03-1-2018	9
User B	03-1-2018	9
User A	04-1-2018	9
User B	04-1-2018	9
User D	04-1-2018	2.5
User A	05-1-2018	9
User B	05-1-2018	9
User D	05-1-2018	3
User E	05-1-2018	2.25
User A	06-1-2018	9
User B	06-1-2018	9
User D	06-1-2018	3
User E	06-1-2018	2.25

[msornakumar]

Hi ,

  How to calcuate the goal YTD ? Is it SUM of the goals till current month or How it needs to be calculated ?

[phamilton · Accepted solution]

Yes it is the sum of all the goals up to the current date.  I have actually found the solution. 

Using the following IF statement in the measure did the trick.  Thanks to Sam McKay at EnterpriseDNA for the solution.

IF (LASTDATE(Dates[Date]) > TODAY(), BLANK(), CALCULATE([Total Goal], DATESYTD(Dates[Date])))