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Frequent Visitor

Total YTD not calculating measure

 

 

MTD = sum('PL lines'[PL Line.1])
YTD = totalYTD([MTD];'Calendar'[Date])
 
My Calendar is built up with the following formula:

Annotation.png

Here is the result as i am using with a Matrix and the YTD Column is empty

Annotation_2.png

thanks for your input

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: Total YTD not calculating measure

Hi,

 

According to your description, i think you can not show the total YTD only by [PL LINE].

You should add Year column to visual.

i create a sample to test:

50.PNG

Then create a calender table:

Calendar = CALENDAR(DATE(2019,1,1),DATE(2021,12,31))

Create one-to-many relationships between them:

51.PNG

Then create a [MTD] as you posted and a new measure to calculate total YTD:

Total YTD = CALCULATE([MTD],FILTER(ALL('Calendar'),'Calendar'[Year]<=MAX('Calendar'[Year])))

Add [Year] column from calendar table to matrix visual, it shows:

52.PNG

If this can not reach your requirement, please for free to let me know.

 

Best Regards,

Giotto Zhi

 

 

View solution in original post

5 REPLIES 5
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Super User IX
Super User IX

Re: Total YTD not calculating measure

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

 

Otherwise, 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

 


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Highlighted
Frequent Visitor

Re: Total YTD not calculating measure

thank you for your answer but i am not sure that anwers my issue that i have posted

 

Highlighted
Community Support
Community Support

Re: Total YTD not calculating measure

Hi,

 

According to your description, i think you can not show the total YTD only by [PL LINE].

You should add Year column to visual.

i create a sample to test:

50.PNG

Then create a calender table:

Calendar = CALENDAR(DATE(2019,1,1),DATE(2021,12,31))

Create one-to-many relationships between them:

51.PNG

Then create a [MTD] as you posted and a new measure to calculate total YTD:

Total YTD = CALCULATE([MTD],FILTER(ALL('Calendar'),'Calendar'[Year]<=MAX('Calendar'[Year])))

Add [Year] column from calendar table to matrix visual, it shows:

52.PNG

If this can not reach your requirement, please for free to let me know.

 

Best Regards,

Giotto Zhi

 

 

View solution in original post

Highlighted
Super User IX
Super User IX

Re: Total YTD not calculating measure

Try like . you can use datesytd and total ytd

 

YTD Sales = CALCULATE(sum('PL lines'[PL Line.1]),DATESYTD(('Date'[Date]),"12/31"))
This Sales = CALCULATE(sum('PL lines'[PL Line.1]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31"))

Also refer

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/

 

 



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Highlighted
Frequent Visitor

Re: Total YTD not calculating measure

HI , thanks for your detailed input

it really helped me solve the issue

 

cheers ! 

 

 

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