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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:

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

1 ACCEPTED SOLUTION

Accepted Solutions
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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:

Then create a calender table:

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

Create one-to-many relationships between them:

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:

Best Regards,

Giotto Zhi

5 REPLIES 5
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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...

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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

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:

Then create a calender table:

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

Create one-to-many relationships between them:

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:

Best Regards,

Giotto Zhi

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://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

Proud to be a Super User!

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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