topic Re: Totalytd with extra filter in DAX Commands and Tips

Totalytd with extra filter

Anonymous — Tue, 15 Sep 2020 12:23:28 GMT

Hello,

I would like to make a DAX formula for the TOTALYTD and a filter option. The standard formula is:

YTD Budget test = TOTALYTD([Budget], 'Date'[Date])

This gives the correct cummulative values per period.

The next formula I want to make a selection of a specific budget

YTD Budget test = TOTALYTD([Budget], 'Date'[Date], FILTER(Budgetfile, Budgetfile[cat] ="budget x"))

Now I get the the values per period for this budget instead of cummalive values.

What do I wrong?

Re: Totalytd with extra filter

Greg_Deckler — Tue, 15 Sep 2020 12:33:25 GMT

Anonymous Maybe try:

YTD Budget test = CALCULATE(TOTALYTD([Budget], 'Date'[Date]), FILTER(Budgetfile, Budgetfile[cat] ="budget x"))

You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

Re: Totalytd with extra filter

amitchandak — Tue, 15 Sep 2020 15:12:43 GMT

Anonymous , you can try datesytd too

YTD Budget test = calculate([Budget], datesytd('Date'[Date]), FILTER(Budgetfile, Budgetfile[cat] ="budget x"))

examples

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))