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Year-to-date

Senior Member
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ValubiMartin Senior Member
Senior Member

Year-to-date

NAME:

Year-to-date performance measure

 

DESCRIPTION:

Calculate the sum of some column containing numerical values from 1/1 this year up until now.

 

PARAMETERS:

Name: Base value

Tooltip: The value you want to measure year-to-date performance on

Type: Numerical field / measure

 

Name: Dates

Tooltip: The dates you want to use for the year-to-date period

Type: Date field

 

DAX:

SUM {Base value} YTD =

Calculate(

 SUM({Base value}),

 DATESYTD({Dates})

)

 

If you take a look at the .pbix, you'll find syntax for creating a time dimension and making the monthname + year column.

 

Don't hesitate to ask about the measure. I'll gladly elaborate on anything regarding it.