cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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

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.

Helpful resources

Announcements
New Ranks and Rank Icons in 2020

New Ranks and Rank Icons in 2020

Read the announcement for more information!

New Kudos Given Badges Coming

New Kudos Given Badges Coming

We're rolling out new Kudos Given badges. Find out how many Kudos you've given.

November 2019 Community Highlights

November 2019 Community Highlights

Get an overview of the events and great community content from November.

Power Platform World Tour

Power Platform World Tour

Find out where you can attend!

Top Solution Authors
Top Kudoed Authors (Last 30 Days)