YTD Budget

[Rachel_123]

Hi,

I am trying to calculate a YTD for a Budget that has values until end of year, but I want only to show me YTD up to where there's values for Actuals, for instance in the table below there are values for actuals up to March, so I need my budget YTD to be the sum of Jan to March. I tried many things but I keep getting circular dependency. I was able to create a measure to get the max date for actuals (3/22/2023), but can't use it to limit the YTD of budgets to that date. Any help will be appreciated!

[Thennarasu_R]

@Rachel_123 

easily you could Use TOTALYTD Function

Measure=TOTALYTD([Value Measure],Date Column)

If I have given to your qus Please give Kudos and Accepted a Solution

Thanks,
Thennarasu

[Rachel_123]

This doesn't work because it gives me YTD up to december since budget rows have values in december