Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
music43
Advocate II
Advocate II

TOTALYTD year_end_date issue

Hi

I am new to DAX and seem to be struggling with the basics.

 

Our company operate around a financial calendar (01 Sep - 31 Aug). I believe I should be able to calculate the YTD offset to this period and have been playing around with the TOTALYTD() DAX function.

Can anyone easily spot what I am doing wrong?

 

TOTALYTD Financial Year.png

 

 

 

 

 

 

 

 

 

 

If I have understood it correctly, I am expecting to see month 1 (Sept) with the lowest value, with each successive month accumulating until month 12 (Aug). I seem to be getting the default calendar behaviour.

I have tried reversing the month and year "31/12" but that doesn't help and the documentation suggests what I did should work.

 

Thanks for the help in advance.

 

Oli

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@music43 instead of 12/31 give 8/31

example

TOTALYTD(Sum('order'[Qty]),'Date'[Date] ,"8/31")

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"8/31"))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@music43 instead of 12/31 give 8/31

example

TOTALYTD(Sum('order'[Qty]),'Date'[Date] ,"8/31")

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"8/31"))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Well I feel stupid! Can you tell that I had a late night last night?

 

Thanks

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.