Forum Discussion
Help with a DAX YTD Cummulative Query
Hi there,
I'm trying to show in a card the YTD Sales budget in a cummulative way. So when a Month (data point) is selected in a Bar Chart, the Card is supposed to show the Cummulative Sales budget for the month. So from the table below, if January is selected, the Card will show 10, if February is selected the card will show 23 or so on. If no selection, the card will show the sum of all months in the table.
Can someone help me to figure this out?
| Date | SaleBudget |
| 2025-01-31 | 10 |
| 2025-02-28 | 13 |
| 2025-03-31 | 50 |
| 2025-04-30 | 20 |
| 2025-05-31 | 30 |
| 2025-06-30 | 90 |
| 2025-07-31 | 30 |
| 2025-08-31 | 65 |
| 2025-09-30 | 45 |
| 2025-10-31 | 20 |
| 2025-11-30 | 78 |
| 2025-12-31 | 65 |
Many thanks in advance!
Hi,
Please check the below picture and the attached pbix file.
I tried to create a sample pbix file like below.
One of ways is using DATESYTD DAX function in the measure.
DATESYTD function (DAX) - DAX | Microsoft Learn
Sales Budget YTD: = CALCULATE ( SUM ( budget[salesbudget] ), DATESYTD ( 'calendar'[Date], "12-31" ) )
3 Replies
Var maxdt = max(table[date])
Return
Calculate (
Sum( table[sales budget]),
Table[date] <= maxdt &&
Year(Table[date] ) = year(table[date])
)
Hi,
Please check the below picture and the attached pbix file.
I tried to create a sample pbix file like below.
One of ways is using DATESYTD DAX function in the measure.
DATESYTD function (DAX) - DAX | Microsoft Learn
Sales Budget YTD: = CALCULATE ( SUM ( budget[salesbudget] ), DATESYTD ( 'calendar'[Date], "12-31" ) )Bring your DAX skill to the next level.
