topic Re: YTD calculation in DAX Commands and Tips

YTD calculation

nanacobsbs — Thu, 12 Jan 2023 06:34:30 GMT

Hi.
I have a budget control graph as shown below.

The bar graph is the actual YTD and the line graph is the budget YTD.
The code is as follows.
Actual YTD = CALCULATE('Budget Control'[Actual TTL],DATESYTD('Calender'[Date]))

I would like to link this graph to a slicer so that when the user selects a single month, the YTD of the bar graph for actual is displayed up to the month selected in the slicer and not beyond.
But I want the budget YTD to be displayed through December.
How should the code for the actual YTD be calculated?

Sorry for the rudimentary question, but please help.

Re: YTD calculation

amitchandak — Thu, 12 Jan 2023 11:44:06 GMT

nanacobsbs , Assuming Actual is a measure

You new measure should be . else you have to use sum( [Actual TTL])

Actual YTD = CALCULATE( [Actual TTL],DATESYTD('Calender'[Date]))

Also the axis and filter should be on Date table

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

If you select one month and want to display more than that

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI

Re: YTD calculation

v-jianboli-msft — Wed, 18 Jan 2023 06:59:09 GMT

Hi nanacobsbs ,

Based on your description, I have created a simple sample:

Please try:

First duplicat the calendar table for slicer:

Then apply the measrue:

Actual = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Actual TTL])) SUM of Budget = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Budget]))

Final output:

Best Regards,

Jianbo Li

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

Re: YTD calculation

nanacobsbs — Fri, 20 Jan 2023 01:11:26 GMT

Thank you very much for your help!!

It works!!!

Re: YTD calculation

nanacobsbs — Fri, 20 Jan 2023 01:12:14 GMT

Thank you for your help!!