YTD - CalendarAuto - exclude future sales dates

[Aleph18]

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")"

Please advise,

[v-yulgu-msft]

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"))

Best regards,

Yuliana Gu

[Aleph18]

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:

Kind regards,

Aleph18

[Aleph18 · Accepted solution]

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