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Super User
Super User

Re: YTD Running Totals

Hi,

 

Does this work?

 

YTD Total = CALCULATE( [Item Count], DATESBETWEEN( 'Calendar'[CalendarDate], DATE(YEAR(TODAY()),1,1),TODAY()))


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Re: YTD Running Totals

No. Same result.  But this works...

YTD Total = 
    TOTALYTD(
        [Item Count],
        'Calendar'[CalendarDate],
        'Calendar'[CalendarDate] <= TODAY()
    )

I'm good.  Overthinking it!  Thank you for your help!

View solution in original post

Highlighted

Re: YTD Running Totals

Ha!  The underlying problem was really that in my ETL/data shaping, the date table has dates going out to 2024 or 2025 (for accountants forecasting).  I was pulling in "this year" but after playing with this across numerous dashboards I think the TOTALYTD function really pulls up to the last date available in the date table (or source of dates).

Changing the ETL/data shaping process to include only to YTD instead of this year solved all my problems.

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