Forum Discussion
Filtered YTD Total Calculated Column
I am trying to get the YTD Revenue totals by month for only entries where [Sourcewell]= "Yes". I've tried a number of formulas I found through the forum - using an IF switch, CALCULATE with SUMX an...
Hi
Try something like this
TOTALYTD(
SUM('Daily Revenue 2024'[Revenue]),
'Daily Revenue 2024'[Date],
'Daily Revenue 2024'[Sourcewell]= "Yes"
)
Unfortunately that did not work, just restates the [Revenue] column
Date Fiscal Month Job Revenue Entry By Sourcewell Check Sourcewell Fiscal Month Check Column 2-May-24 5 XXX-XX-XXX ($863.55) HL False Yes 5 ($863.55) 1-Jun-24 6 XXX-XX-XXX $6,086.63 HL False Yes 6 $6,086.63 2-Jun-24 6 XXX-XX-XXX $20,819.00 HL False Yes 6 $20,819. 3-Jun-24 6 XXX-XX-XXX $26,336.63 HL False Yes 6 $26,336.63 3-Jun-24 6 XXX-XX-XXX ($25,000.00) HL False Yes 6 ($25,000.) 7-Apr-24 4 XXX-XX-XXX $30,720.00 HL False Yes 4 $30,720. 8-Apr-24 4 XXX-XX-XXX $29,700.00 HL False Yes 4 $29,700. 9-Apr-24 4 XXX-XX-XXX $34,452.00 HL False Yes 4 $34,452. 10-Apr-24 4 XXX-XX-XXX $24,948.00 HL False Yes 4 $24,948. 11-Apr-24 4 XXX-XX-XXX $57,240.00 HL False Yes 4 $57,240. 13-Apr-24 4 XXX-XX-XXX $35,365.68 HL False Yes 4 $35,365.68 14-Apr-24 4 XXX-XX-XXX $60,750.00 HL False Yes 4 $60,750. 24-Mar-24 3 XXX-XX-XXX $120,000.00 HL False Yes 3 $120,000. 17-May-24 5 XXX-XX-XXX $85,678.25 HL False Yes 5 $85,678.25 18-May-24 5 XXX-XX-XXX $4,048.00 HL False Yes 5 $4,048. 19-May-24 5 XXX-XX-XXX $1,188.00 HL False Yes 5 $1,188. 20-May-24 5 XXX-XX-XXX $3,080.00 HL False Yes 5 $3,080. 22-May-24 5 XXX-XX-XXX $34,759.50 HL False Yes 5 $34,759.5 23-May-24 5 XXX-XX-XXX $52,362.50 HL False Yes 5 $52,362.5