Need help With YTD

[MikeMCFRS]

Hi All,

I have tried different solutions for YTD formulas from this forum for my work but none seems to work. I suspect it my be due to the specific nature of the SQL(Directquery) I am using. See a screenshot:

[MikeMCFRS]

[v-shex-msft]

HI @MikeMCFRS ,

I'd like to suggest you use the date function to manually defined filter range, time intelligence functions seem not fully works on live mode.

Time Intelligence "The Hard Way" (TITHW)  
Regards,

Xiaoxin Sheng

[MikeMCFRS]

@v-shex-msft , Can you explain a little further on what you described as the filtered range. I have tried using the suggested formula but to no avail. I created a formula that converted YES to 1 and NO to 0 ,based on which I calculated the value for summing up the YTD but still not working for me.

Any Ideas??

[v-shex-msft]

HI @MikeMCFRS ,

Your visuals only contain month field as category, I don't think time intelligence functions can work on single month fields. (in your row contents, it mix all year records, so YTD function not works)

I think your formula should works if you add the year to your visual as category field.

If you still confused about coding formula, please share some dummy data with minimum table structure for test.
Regards,

Xiaoxin Sheng