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music43's avatar
music43
Icon for Advocate II rankAdvocate II
5 years ago
Solved

TOTALYTD year_end_date issue

Hi

I am new to DAX and seem to be struggling with the basics.

 

Our company operate around a financial calendar (01 Sep - 31 Aug). I believe I should be able to calculate the YTD offset to this period and have been playing around with the TOTALYTD() DAX function.

Can anyone easily spot what I am doing wrong?

 

 

 

 

 

 

 

 

 

 

 

If I have understood it correctly, I am expecting to see month 1 (Sept) with the lowest value, with each successive month accumulating until month 12 (Aug). I seem to be getting the default calendar behaviour.

I have tried reversing the month and year "31/12" but that doesn't help and the documentation suggests what I did should work.

 

Thanks for the help in advance.

 

Oli

  • amitchandak's avatar
    amitchandak
    5 years ago

    music43 instead of 12/31 give 8/31

    example

    TOTALYTD(Sum('order'[Qty]),'Date'[Date] ,"8/31")

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"8/31"))

2 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    music43 instead of 12/31 give 8/31

    example

    TOTALYTD(Sum('order'[Qty]),'Date'[Date] ,"8/31")

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"8/31"))

    • music43's avatar
      music43
      Icon for Advocate II rankAdvocate II
      5 years ago

      Well I feel stupid! Can you tell that I had a late night last night?

       

      Thanks