TOTALYTD summing all years

[ajmonster]

Hello

I have spend data going all the way back to 2016. Here is my formula:

Spend YTD = TOTALYTD(
                                        SUM(
                                                 Table[Gross Dollars]),
                                        Table[Date]
                                        )

Am I wrong in assuming that the TOTALYTD function should only return totals for the current year (Jan and Feb of 2018 at time of this post)? When I extend the TOTALYTD value over a field I get some identities that are only attributed to past data.

Thanks,

ajmonster

[v-xjiin-msft · Accepted solution]

Hi @ajmonster,

If you don't specify any filter in the formula, the expression will return totals for all the year of Table[Date], not only the current year. Something like:

 

And I'm not quite understand your requirement. What did you mean about this "When I extend the TOTALYTD value over a field I get some identities that are only attributed to past data" ?

Could you please elaborate your requirement by sharing us more detailed information like your source table structure and some sample data if possible? Also, please attach your desired result based on your sample data too. It'll give us the right direction.

Thanks,
Xi Jin.

[ajmonster]

@v-xjiin-msft

Your example illustrated what I meant by "extending the value (TOTALYTD) over a field (date.year). I just needed to apply a filter to get a total just for the current year.

Thank you,

ajmonster