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Hi y'all,
I am having difficulty getting totalYTD to work in my matrix. I currently have sales data between 2018 to May 3rd 2021. My goal is for totalYTD to forecast for the rest of the year and then I can visually shift through the dates using a date hierarchy.
The DAX I am currently using is as follows:
Year to Date = TOTALYTD(SUM('Sales Data'[Net Sales]),'Sales Data'[Day].[Date])
I issue might be because all my data is in one query rather than seperate queries?
Any help is greatly appreciated as well as any advice for doing this a different way!
Thanks!
Solved! Go to Solution.
Hi @CobbSalad,
The hierarchy should be in your original table rather than the calendar table,check my sample below:(remember to create a relationship between the 2 tables)
Check my .pbix file attached.
Best Regards,
Kelly
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Hi @CobbSalad
I think your issue is more like using Time intelligence function without a Calendar table. if you have gaps in your 'Sales Data'[Day].[Date] then don't count on TOTALYTD to outcome an accurate result.
Regards
Amine Jerbi
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Thank you for the reply!
I created the calendar table, but I am still having the same issue as before where it just repeats the last sales data from May 3rd 2021. I want to be able to drill down through a date hierarchy. In the dax code what would that look like as I am unsure of how to link it to a hierarchy within the calendar table. I have the calendar hierarchy broken down between 'CalendarYear' 'CalendarQuarter' 'CalendarMonth' 'CalendarDate'.
The DAX I am currently using is as follows:
Year to Date = TOTALYTD(SUM('Sales Data'[Net Sales]),'Calendar Table'[CalendarDate])
Thanks again!
Hi @CobbSalad,
The hierarchy should be in your original table rather than the calendar table,check my sample below:(remember to create a relationship between the 2 tables)
Check my .pbix file attached.
Best Regards,
Kelly
Did I answer your question? Mark my post as a solution!
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