YTD calculation with Month Filter

Anonymous — Thu, 17 Oct 2019 21:28:50 GMT

Hello everyone,

I am trying to create DAX for YTD with Filter as shown below. My date range starts from 01/01/2012 to the current date. When I filter on any of the months then the YTD with Filter should calculate the sales till that month for example as shown below in the 1st table, I have filtered on month '06/1/2019' and I got YTD for the year 2019 till June as '270'. I tried using TOTALYTD but that is giving me just the '06/1/2019' sales rather than from 01/01/2019 to 06/01/2019. I need my YTD calculation to give me the sum of sales from Jan to June as '270' as shown in below 2nd table

Date	Sales	YTD with Filter

7/1/2018	20	20
8/1/2018	40	60
9/1/2018	60	120
10/1/2018	70	190
11/1/2018	80	270
12/1/2018	90	360
1/1/2019	20	20
2/1/2019	30	50
3/1/2019	40	90
4/1/2019	50	140
5/1/2019	60	200
6/1/2019	70	270
7/1/2019	80
8/1/2019	90
9/1/2019	100
10/1/2019	110

Date	Sales	TOTALYTD	YTD with Filter
6/1/2019	70	70	270

Re: YTD calculation with Month Filter

lc_finance — Thu, 17 Oct 2019 23:19:18 GMT

Hi Anonymous ,

TOTALYTD should indeed give 270 as you say. Can you share the formula you used for TOTALYTD?

Could you also share a sample Power BI file via DropBox, One Drive or another similar tool?

Regards

topic YTD calculation with Month Filter in DAX Commands and Tips

YTD calculation with Month Filter

Re: YTD calculation with Month Filter