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Anonymous
Not applicable

How to calculate YTD with different previous exchange rate?

Hi,

How can I get YTD with specific exchange rate in related month?

For example, I want to have sum of Apr and May 2021 in C2, it should be 7,171,715, but I only get 6,703,246 (C3), the reason is

in C3 it comes (3406432+3296812)*0.94 however I want to have 3406432*0.93+3296812*0.94 (first two month YTD).

 

How can I get that YTD function ?  Thank you so much guys.!

 

RichardJ0705_0-1656994056190.png

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous ,

 

Please follow the steps:

1.Create a measure to calculate the true_sales and add to the table visual object

true_sales =
SUMX ( Sheet1, Sheet1[Sales] * Sheet1[Exchange rate] )

2.Create a measure to calculate the YTD sales and add to the table visual object

YTD_Sales =
TOTALYTD ( [true_sales], Sheet1[MonthInCalendar] )

3.You will get below table visual object

vbinbinyumsft_0-1657264824502.png


Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Anonymous ,

 

Please follow the steps:

1.Create a measure to calculate the true_sales and add to the table visual object

true_sales =
SUMX ( Sheet1, Sheet1[Sales] * Sheet1[Exchange rate] )

2.Create a measure to calculate the YTD sales and add to the table visual object

YTD_Sales =
TOTALYTD ( [true_sales], Sheet1[MonthInCalendar] )

3.You will get below table visual object

vbinbinyumsft_0-1657264824502.png


Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

amitchandak
Super User
Super User

@Anonymous , if you use the time intelligence function with the date table you can change FY for YTD. Apr-Mar FY YTD

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))

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