YTD MEASURE NOT WORKING AS INTENDED

[bipowerbix]

Here is the Table named test:

Here is the table 2 which contains Dates, which is used as Slicer:

Dates = CALENDAR(date(2022,1,1),TODAY())

Link between Dates and test dataset:

Question: Create a Measure that shows the YTD Total amount for the current year, even if the date slicer starts from the previous year:

Here is my code:

YTD = 
VAR minim = CALCULATE( MIN( Dates[Date]), ALLSELECTED(Dates[Date]))
var startyear = DATE(YEAR(TODAY()),1,1)
return if( minim >= startyear , 
calculate(sum(test[Totals] ), FILTER(Dates, Dates[Date] >= startyear))  ,  
 calculate(sum(test[Totals] ), FILTER(Dates, Dates[Date] >= startyear)) )

Test Scenario 1 Works fine:  Shows correct info, the date slicer starts at 2022, and the measure shows the YTD result of current year

Test Scenario 2: Does Not Work, Shows 40 instead of 130 (Expected output 130)

Test Scenario 3: Does not work, Even when the year is the current year, (Expected output 130)

[bipowerbix]

Nice man, I will use this in future cases

[PawarNovil · Accepted solution]

Hi @bipowerbix 

I got the desired result, please try the below measure.

-------------------------------------------------------

YTD =

VAR minim = CALCULATE( MIN( Dates[Date]), ALLSELECTED(Dates[Date])) //12-10-2022

var startyear = DATE(YEAR(TODAY()),1,1) // current start year date 1-1-2023

var a= if( minim >= startyear ,

calculate(sum(test[Totals] ), FILTER(all(Dates), Dates[Date] >= startyear))  ,  

 calculate(sum(test[Totals] ), FILTER(all(Dates), Dates[Date] >= startyear))

  )

 return a

-------------------------------------------------

--------------------------------------------------------------------------

Regards,

Novil

If I answer your question, please mark my post as a solution.

[FreemanZ]

hi @bipowerbix 

what is your expected result for scenario 2  and 3?

[bipowerbix]

Hi FreemanZ,

The expected output for all test scenarios should be 130, that is the YTD total for the current year.

[FreemanZ]

hi @

why YTD in scenario 2 and 3 are 130?

[bipowerbix]

That's what we want to achieve, For 2023, We have 3 records, 40,80, and 10, which adds up to 130. Need to show 130 in card visual using DAX measure, 

[FreemanZ]

try like:

Measure = 
SUMX(
    FILTER(
        ALL(test),
        test[date]=YEAR(MAX(dates[date]))
            && test[date]<=TODAY()
    )
    test[Totals]
)

[bipowerbix]

Doesn't Work, Gives output as blank. (Image below of Visual titled Measure)

[FreemanZ]

hi @bipowerbix 

there is a typo, try like:

Measure =

SUMX(

    FILTER(

        ALL(test),

        YEAR(test[date])=YEAR(MAX(dates[date]))

            && test[date]<=TODAY()

    ),

    test[Totals]

)