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Anonymous
Not applicable

TOTALYTD - erroneous calculation

I've found an oddity using TOTALYTD.

 

I've set up a measure Sales YTD = Calculate(TOTALYTD(SUM(Sales[Sale£]),Sales[OrderDate]))

 

And used it in a table:

 

YTD Issue.PNG

I've checked the Sales YTD against the source data - that for Arrowroot is incorrect., there are zero sales of Arrowroot in 2019, so DAX has given us the 2018 total instead (!):

 

Arrowroot issue.PNG

Any suggestions how to resolve this?

 

Thanks!

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Anonymous for time intelligence calculations like TOTALYTD , it is best practice to add date dimension in your data model. THere are many blogs on how to add date/calendar dimension in your data model. After you have date dimension, set relationship on date between date and sales table and change your measure to use Date from new dimension instead of OrderDate



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

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1 REPLY 1
parry2k
Super User
Super User

@Anonymous for time intelligence calculations like TOTALYTD , it is best practice to add date dimension in your data model. THere are many blogs on how to add date/calendar dimension in your data model. After you have date dimension, set relationship on date between date and sales table and change your measure to use Date from new dimension instead of OrderDate



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.

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