cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
VK2506 Frequent Visitor
Frequent Visitor

YTD Calculation not working

Hi, 

I am starting to learn Power BI and i am stuck while doing YTD calculation. 

 

I linked 2 tables. Table 1: Customer name, Ordered Date, Revenue

Table 2: Created a DIM Table 

NEW DIMTABLE = CALENDAR(DATE(2018,1,1),DATE(2019,12,31))
 
I linked these 2 tables using many to 1 relationship. When I do the YTD revenue it is gicing me the SUM amount, not the YTD revenue. Can you please help?
 
 
1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: YTD Calculation not working

Hey,

 

this seems odd ...

Here you will find a sample pbix file

 

The Revenue YTD measure looks like yours:

Revenue YTD = 
TOTALYTD(SUM('Fact'[Revenue]),'Calendar'[Date]) 

Please check your relationships, the relationships look like this:

image.png

And my sample data looks like this:

image.png

 

Hopefully this proivides you with the necessary hint.

 

Regards,

Tom

 

 

 

 

Hamburg - Germany
If I answer you question, please mark my post as solution, this will also help others.
Proud to be a Datanaut!
3 REPLIES 3
Super User
Super User

Re: YTD Calculation not working

Hey,

 

please provide the exact formula of your YTD calculation.

 

Besides that, maybe you want to have a look at this site: https://www.daxpatterns.com/time-patterns/

 

Regards,

Tom

Hamburg - Germany
If I answer you question, please mark my post as solution, this will also help others.
Proud to be a Datanaut!
VK2506 Frequent Visitor
Frequent Visitor

Re: YTD Calculation not working

Hi Tom, 

 

Thanks for the fast reply. 

 

YTD Revenue = TOTALYTD(sum(Data[Revenue]),'NEW DIMTABLE'[Date])
 
Super User
Super User

Re: YTD Calculation not working

Hey,

 

this seems odd ...

Here you will find a sample pbix file

 

The Revenue YTD measure looks like yours:

Revenue YTD = 
TOTALYTD(SUM('Fact'[Revenue]),'Calendar'[Date]) 

Please check your relationships, the relationships look like this:

image.png

And my sample data looks like this:

image.png

 

Hopefully this proivides you with the necessary hint.

 

Regards,

Tom

 

 

 

 

Hamburg - Germany
If I answer you question, please mark my post as solution, this will also help others.
Proud to be a Datanaut!