YTD

Hi Anonymous 

The issue arises because the TOTALYTD function isn't dynamically filtering the dates based on the year-to-date (YTD) range due to the way you structured your DAX formula. Specifically, the FILTER function within SUMX evaluates the entire table, effectively ignoring the TOTALYTD filter context.

Here’s what is missing and how to fix it:

Revised DAX for Dynamic YTD Calculation

You need to make sure that the filtering for YTD is applied correctly. Replace your measure with the following:

YTD AC = 
CALCULATE(
    SUMX(
        'Append',
        IF('Append'[view] = "actuals", [Value], 0)
    ),
    DATESYTD('FinDate'[Date], "31/12")
)

Testing the Measure

• Verify that your date column ('FinDate'[Date]) contains valid and continuous date values (i.e., no gaps or missing dates).
• Ensure that the column 'Append'[view] accurately classifies rows as "actuals" or other categories.

Optional: Debugging Helper Measure

To see which rows are contributing to your calculation, you can create a debugging table:

EVALUATE
CALCULATETABLE(
    FILTER('Append', 'Append'[view] = "actuals"),
    DATESYTD('FinDate'[Date], "31/12")
)

This will show the filtered rows for YTD, helping you verify that the filters are applied correctly.

Let me know if you encounter any issues!

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Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
YouTube: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS

Anonymous 

Corrected DAX Measure:
YTD AC =
CALCULATE(
SUM('Append'[Value]), 
'Append'[view] = "actuals", 
DATESYTD('FinDate'[Date])
)

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn

Sorry I tried this, but I still get the whole year, rather than until the current month.

Hi, Anonymous 

try below measure 

MEASURE =
CALCULATE (
    [value],
    'Append'[view] = "actuals",
    keepfilter ( 'FinDate'[Date] < TODAY () )
)

Best Regards,
Dangar

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

Hi Anonymous ,

Please update the formula of measure as below and check if it can return the expected result...

YTD AC = 
TOTALYTD (
    SUM ( 'Append'[Value] ),
    'Append'[Date],
    FILTER (
        ALLSELECTED ( 'Append' ),
        'Append'[view] = "actuals"
            && 'Append'[Date] < TODAY ()
    )
)

Best Regards

Anonymous , use the below measure 

the reason why iam choosing this measure , if it is more 1 filters then you have to use datesytd function forperfamnace . please check the below one 
YTD =
CALCULATE(
SUM('Append'[Value]),
'Append'[view] = "actuals",
DATESYTD('FinDate'[Date])
)
or use below one 
YTD AC =
CALCULATE(
SUM('Append'[Value]),
'Append'[view] = "actuals",
DATESYTD('FinDate'[Date])
)


please accept if my measure will works