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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

YTD

I have put this dax together.   YTD AC = TOTALYTD( sumx(FILTER('Append','Append'[view]="actuals"),[Value]), 'FinDate'[Date], 'FinDate'[Date]<TODAY())   I am getting the same result as    ...
ytd dynamic
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi Anonymous ,

    I created a sample pbix file(see the attachment), please check if that is what you want.

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

    Best Regards

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Sorry, let me clarify.

My table has dates in the future. That's why I keep getting the values in the future. I realised that I need a measure that calculated the YTD to a point in time.

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi Anonymous ,

I created a sample pbix file(see the attachment), please check if that is what you want.

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

Best Regards