Calculate YTD

[vally57]

Hello Experts,

I have created YTD calculation, but the result is not coming as expected. It is not showing any values.

Can anyone help me by looking from the file attached.
https://www.dropbox.com/s/dvh41vo45igf94v/F1%20-%20Test.pbix?dl=0

Thanks in Advance.

[iamnewinpowerbi]

Hi,

What if I only have YYYY without the YYYY-MM-DD. Can it still get YTD?

[v-jianboli-msft]

Hi @vally57 ,

Please try:

GC YTD Prior Year Actual = CALCULATE(SUM('Fact Finance General Ledger'[GC Credit Amount]),FILTER(ALL('Fiscal Period'),'Fiscal Period'[Fiscal Year]=MAX('Fiscal Period'[Fiscal Year])-1))

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.

[v-jianboli-msft · Accepted solution]

Hi @vally57 ,

Please try:

GC YTD Current Year Actual = TOTALYTD(SUM('Fact Finance General Ledger'[GC Debit Credit Amount]),'Fiscal Period'[Calendar Date])

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.

[vally57]

Thanks @v-jianboli-msft . It is working now. 
I tried to create prior year for the same 

GC YTD Prior Year Actual = CALCULATE([GC YTD Current Year Actual], SAMEPERIODLASTYEAR('Fiscal Period'[Calendar Date].[Date]))
But the value I'm getting is same value of YTD