topic TOTALYTD year_end_date issue in DAX Commands and Tips

TOTALYTD year_end_date issue

music43 — Thu, 01 Oct 2020 13:54:10 GMT

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

Re: TOTALYTD year_end_date issue

amitchandak — Thu, 01 Oct 2020 14:33:10 GMT

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"))

Re: TOTALYTD year_end_date issue

music43 — Thu, 01 Oct 2020 14:48:02 GMT

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

Thanks