YTD calculation not working in waterfall visual

[baribir]

Hi all,

I have several YTD measures by union I have made a waterfall visual but it is not showing me YTD just actual data for that month.

This is my actual monthly data and YTD table. 

ANd here is my YTD Forecast spend - 

YTD Forecast Spend =

CALCULATE(sum('Table'[Forecast Spend]), DATESYTD('Calendar'[Date]))

After I am making a table with this expression - 

Waterfall YTD =

UNION(

SUMMARIZE ( 'Table','Table'[Attribute],'Table'[ID], "category","1. YTD Forecast","Value",[YTD Forecast Spend]),

SUMMARIZE ( 'Table','Table'[Attribute],'Table'[ID], "category", "2.YTD Price","Value", [YTD Price])),

SUMMARIZE ( 'Table','Table'[Attribute], 'Table'[ID],"category","3.YTD Volume","Value", [YTD Volume]),

SUMMARIZE ( 'Table','Table'[Attribute], 'Table'[ID],"category","4.YTD Efficiency","Value", [YTD Efficiency]

))

and in the end, it gives me this waterfall chart

Thank you in advance!

[Anonymous]

Hi @baribir ,

please change the calendar date column type to DATE type and use the below DAX formula to calculate YTD

YTD Forecast Spend =
CALCULATE ( SUM ( 'Table'[Forecast Spend] ), DATESYTD ( 'Calendar'[Date].Date ) )

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.

Regards,

Gaurav Raj Singh

LinkedIN : https://www.linkedin.com/in/gauravrajsingh/

[baribir]

Hi @Anonymous ,

As you see in table format YTD is working and the calculations are correct. The datetable date is in date format.