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## TOTALYTD Cannot get to calculate YTD through Today

Having trouble getting a TotalYTD where I have a Forecast for the entire year loaded. The Forecast has SKU, QTY and DATE. The DATE is related to my Calendar table. What I want is to have the Forecast total for the year to date. Below is what I have tried thus far.

• Unit Forecast YTD = TOTALYTD([Unit Forecast], 'Calendar [Date])
• I get the TOTAL Forecast for the entire year.  What I need is the forecast from January through TODAY.
• Unit Forecast YTD = VAR RetVal = TOTALYTD(SUM(Forecast[UnitForecast]),'Calendar'[Date])RETURN IF(MAX('Calendar'[Date])<=TODAY(), RetVal,0)
• For this one I get 0

The data is pretty straight forward. see example below:

 Date Qty SKU 1/1/2019 100 12345 2/1/2019 200 12345 3/1/2019 200 12345 4/1/2019 200 12345 5/1/2019 200 12345 6/1/2019 200 12345 7/1/2019 500 12345 8/1/2019 500 12345 9/1/2019 500 12345 10/1/2019 500 12345 11/1/2019 500 12345 12/1/2019 500 12345

What I need to calculate is 1600, representing the forecast from January - TODAY. What I get is either 4100 using the first formula or Zero using the second formula.

Any help or direction in solving this would be much appreciated.

1 ACCEPTED SOLUTION
Super User

@knotpc solution is attached. just focus on forecast and calendar table and one measure

There are other tables in the files, just ignore those. cheers!!

`Total YTD Upto Today = TOTALYTD( SUM( Forecast[Qty] ), 'Calendar'[Date], 'Calendar'[Date] <= TODAY() )`

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3 REPLIES 3
Super User

@knotpc solution is attached. just focus on forecast and calendar table and one measure

There are other tables in the files, just ignore those. cheers!!

`Total YTD Upto Today = TOTALYTD( SUM( Forecast[Qty] ), 'Calendar'[Date], 'Calendar'[Date] <= TODAY() )`

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Frequent Visitor

@parry2k how would you go about applying that same logic to SAMEPERIODLASTYEAR?

If you "cut off" the data for this year at TODAY, what is the best for retrieving the same range last year?

Thanks!

So here is my approach.

`Total Units YTD = TOTALYTD( SUM( Forecast[Qty] ), 'Calendar'[Date], 'Calendar'[Date] <= TODAY() )Total Units YTD SamePeriodLastYear = CALCULATE([Total Units YTD], SAMEPERIODLASTYEAR('Calendar'[Date]))`
Let me know if this helps you.

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