Why my YTD expression return monthly value = 3 ?

[Paulyeo11]

Hi All

Below is My Raw Date and YTD result is wrong  , cannot be YTD value for every month = 3 :-

I compute YTD amount by using expression :-

2020YTD =

VAR MAXDATE=MAX('Table'[Date])

RETURN SUMX(FILTER('Table','Table'[Date]>=DATE(YEAR(MAXDATE),1,1)&&'Table'[Date]<=MAXDATE),'Table'[Amount])

My PBI File :-

https://www.dropbox.com/s/lmfr28q7vo392gc/YTD%20and%20LYTD.pbix?dl=0

May i know where i go wrong ?

Paul Yeo

[sreenub]

Please try this in  RETURN

RETURN

IF (

'Table','Table'[Date]>=DATE(YEAR(MAXDATE),1,1)&&'Table'[Date]<=MAXDATE,

CALCULATE ( SUM ( 'Table'[Amount] ), ALL ( 'Table' ) )

)

[Paulyeo11]

Hi Screen

Thank you for your sharing , i try copy and paste your script into my cell , it return error msg :-

The syntax for 'RETURN' is incorrect. (DAX(RETURNIF ('Table','Table'[Date]>=DATE(YEAR(MAXDATE),1,1)&&'Table'[Date]<=MAXDATE,CALCULATE ( SUM ( 'Table'[Amount] ), ALL ( 'Table' ) )))).

[amitchandak · Accepted solution]

@Paulyeo11 , If you need a column

sumx(filter('Table',[Date]<= earlier([DATE]) && year([Date]) = year(earlier([DATE]))),'Table'[Amount])

in case you need have measure, use time imtelligence with date table

YTD Sales = CALCULATE(SUM('Table'[Amount]),DATESYTD('Date'[Date],"12/31"))

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/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[Paulyeo11]

Hi Amit

Thank you for sharing with me your webinar , it is very helpful . i have download the example and it is very useful.

Paul