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Aleph18
Frequent Visitor

YTD - CalendarAuto - exclude future sales dates

Hi,

 

How can I avoid having Sales YTD figures appearing for future months? 

I will like that YTD finishes in the last day of reported sales.

 

Date of Sales finishes in Jan, but calendarauto month continues until fiscal year end, on May. So YTD sales appear constant until May (incorrect).

 

For YTD Sales I used the following formula: "YTD Sales = TOTALYTD('Sales'[SalesS],DimDate[Date],all(DimDate[Date]), "5/31")"

Capture.PNG

 

Capture1.PNG

 

 

 

 

Please advise,

 

 

 



1 ACCEPTED SOLUTION

Accepted Solutions
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Aleph18
Frequent Visitor

Re: YTD - CalendarAuto - exclude future sales dates

I got the answer,  found the answer on an older query:

Capture3.PNG

 

 

View solution in original post

3 REPLIES 3
Microsoft
Microsoft

Re: YTD - CalendarAuto - exclude future sales dates

Hi @Aleph18,

 

One workaround is to display zero for future months.

YTD Sales = IF([SalesS]=0,0,TOTALYTD(Sales[SalesS],DimDate[Date],all(DimDate[Date]), "5/31"))

1.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Aleph18
Frequent Visitor

Re: YTD - CalendarAuto - exclude future sales dates

Hi Yuliana, 

 

Thank you for your message. It is not working unfortunately. The graph should stop in Jan. Applying the proposed formula gave me the following:

 

Capture2.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

Kind regards,

 

Aleph18

Highlighted
Aleph18
Frequent Visitor

Re: YTD - CalendarAuto - exclude future sales dates

I got the answer,  found the answer on an older query:

Capture3.PNG

 

 

View solution in original post

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