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

Calling all Data Engineers! Fabric Data Engineer (Exam DP-700) live sessions are back! Starting October 16th. Sign up.

Reply
kolturra
Helper IV
Helper IV

Total YTD with Custom custom calculation

Hi,

 

Can some one please help me with DAX as per the below example.

 

I am able to achieve Monthly Saving field with measure but i am not able to find solution for Total YTD Savings. Please help me.

 

StartofMonthActualCostMonthlySaving (Current Month - Pervious Month)TotalYTDSavings (Previous Month Total YTD Savings + Current Month Monthly Saving)
1-Dec-20$613,777.32  
1-Jan-21$559,677.22-$54,100.10-$54,100.10
1-Feb-21$435,217.30-$124,459.92-$178,560.02
1-Mar-21$456,089.15$20,871.85-$157,688.17
1-Apr-21$209,183.26-$246,905.89-$404,594.06
1-May-21$600,157.10$390,973.84-$13,620.22
1-Jun-21$578,247.92-$21,909.18-$35,529.40
1-Jul-21$583,206.15$4,958.23-$30,571.17
1-Aug-21$586,913.41$3,707.26-$26,863.91
1-Sep-21$582,707.32-$4,206.09-$31,070.00
1-Oct-21$584,253.33$1,546.01-$29,523.99
1-Nov-21$584,618.91$365.58-$29,158.41
1-Dec-21$583,858.48-$760.43-$29,918.84

 

MonthlySaving (Current Month - Pervious Month) - This i am able to achieve

 

Total Savings - TotalYTDSavings (Previous Month Total YTD Savings + Current Month Monthly Saving)

 

Thanks,

K Raghavender Rao

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi, @kolturra 

Please check the below picture and the sample pbix file's link down below.

all measures are in the sample pbix file.

 

Picture4.png

 

https://www.dropbox.com/s/nt4m640mxsywp76/kolturra.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

View solution in original post

4 REPLIES 4
Jihwan_Kim
Super User
Super User

Hi, @kolturra 

Please check the below picture and the sample pbix file's link down below.

all measures are in the sample pbix file.

 

Picture4.png

 

https://www.dropbox.com/s/nt4m640mxsywp76/kolturra.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.
amitchandak
Super User
Super User

@kolturra , expected output is not clear, You can have YTD like this using time intelligence

 

or saving would only this month amount

 

YTD = CALCULATE([MonthlySaving],DATESYTD('Date'[Date],"12/31"))

 

YTD = CALCULATE([ActualCost],DATESYTD('Date'[Date],"12/31")) - CALCULATE([ActualCost],DATESYTD(dateadd('Date'[Date],-1,month) ,"12/31"))

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

Can you please my post and help me again

@kolturra , Check page 19 in the file attached after signature

 

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

Helpful resources

Announcements
FabCon Global Hackathon Carousel

FabCon Global Hackathon

Join the Fabric FabCon Global Hackathon—running virtually through Nov 3. Open to all skill levels. $10,000 in prizes!

October Power BI Update Carousel

Power BI Monthly Update - October 2025

Check out the October 2025 Power BI update to learn about new features.

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.

Top Solution Authors