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katieq Frequent Visitor
Frequent Visitor

YTD based on slicer in matrix

Hi

 

I currently have this formula to calculate YTD , however this means that I have to change the date in the formula every time i want to change the month.

 

Is there a measure i can create which provides me the YTD value, based on the month that is selected on my slicer? I have a column in the table which is a date.

 

SC YTD = TOTALYTD(sum(Append1[Actual/Forecast]),DATESBETWEEN(Append1[Date],DATE(2019,01,01),DATE(2019,03,31)))

 

Thanks in advance!

1 ACCEPTED SOLUTION

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v-joesh-msft Senior Member
Senior Member

Re: YTD based on slicer in matrix

Hi @katieq ,

You can create a Date table: Date = CALENDARAUTO()

Then create a measure like this:

SC YTD = CALCULATE(SUM(Append1[Actual/Forecast])),DATESYTD('Date'[Date]))

Results are as follows:

1.PNG

 

Here is a demo, please try it

https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/Ed5ioHwnWD9FvTvdsw...

Best Regards,

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

View solution in original post

1 REPLY 1
Highlighted
v-joesh-msft Senior Member
Senior Member

Re: YTD based on slicer in matrix

Hi @katieq ,

You can create a Date table: Date = CALENDARAUTO()

Then create a measure like this:

SC YTD = CALCULATE(SUM(Append1[Actual/Forecast])),DATESYTD('Date'[Date]))

Results are as follows:

1.PNG

 

Here is a demo, please try it

https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/Ed5ioHwnWD9FvTvdsw...

Best Regards,

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

View solution in original post

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