Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
chakarti
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
v-gizhi-msft
Community Support
Community Support

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
amitchandak
Super User
Super User

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/

 

 

v-gizhi-msft
Community Support
Community Support

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

 

 

HI , thanks for your detailed input

it really helped me solve the issue

 

cheers ! 

 

 

Greg_Deckler
Super User
Super User

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

 


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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

 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.