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Sophie_MGG
Frequent Visitor

Total YTD value - ignore month

Hi there,

 

I want to create a balance sheet in Power BI. 

I have calculated a monthly value (column bedrag) in below screenshot. This works fine.

I also want to show a YTD column. The measure I use for this is:

 

YTD value 2022 = CALCULATE(TOTALYTD(SUM(_VW_FINANCIAL_REPORTING[bedrag]), Kalender[Date]))
As you can see in the screenshot below (column YTD value 2022) I can see values for periods 202203 and 202206. These periods have transactions for this line item. The rest of the periods, the YTD column stays empty.
However, I want to see the YTD value from 202203 for the months 202204 and 202205 as well. And then from 202207 on, I would like to see the YTD value from 202206. 
 
If I use this function to ignore the period filter:
YTD value 2022 2 = CALCULATE(TOTALYTD(SUM(_VW_FINANCIAL_REPORTING[bedrag]), Kalender[Date]), ALL(Kalender[JaarMndNr]))
 
I get the total YTD value in each month (column YTD value 2). This is not correct.
 
Can anyone please let me know how I would be able to have the current YTD value in each row?
 
Many thanks!

 

Sophie_MGG_0-1660038860913.png

 

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Sophie_MGG , Make sure the visual is using period/month and date from the Kalendar table. Kalendar table is marked as date table and join with Fact is single directional

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
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 :radacad sqlbi My Video Series Appreciate your Kudos.



Learn Power BI - Full Course with Dec-2022, with new DAX functions like Window, Index, Offset !!
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Formatted Profit and Loss Statement with empty lines

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2 REPLIES 2
amitchandak
Super User
Super User

@Sophie_MGG , Make sure the visual is using period/month and date from the Kalendar table. Kalendar table is marked as date table and join with Fact is single directional

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
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 :radacad sqlbi My Video Series Appreciate your Kudos.



Learn Power BI - Full Course with Dec-2022, with new DAX functions like Window, Index, Offset !!
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Formatted Profit and Loss Statement with empty lines

Thank you so much @amitchandak , this worked!

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