YTD

[yolandacb]

I have put this dax together.

YTD AC =

TOTALYTD(

sumx(FILTER('Append','Append'[view]="actuals"),[Value]),

'FinDate'[Date],

'FinDate'[Date]<TODAY())

I am getting the same result as 

sumx(FILTER('Append','Append'[view]="actuals"),[Value])

Please can you help with what is missing so that this is dynamic and doesn't need filtering every month?

Many thanks,

[Mahesh0016]

@yolandacb Please try below one

YTD AC =
CALCULATE(

                      TOTALYTD( [Total View], 'FinDate'[Date], 'FinDate'[Date]<TODAY() )

                      , 'Append'[view]="actuals"

        )

@yolandacb  Thank You!

[Laxmanjatoth]

@yolandacb , use the below measure 

the reason why iam choosing this measure , if it is more 1 filters then you have to use datesytd function forperfamnace . please check the below one 
YTD =
CALCULATE(
SUM('Append'[Value]),
'Append'[view] = "actuals",
DATESYTD('FinDate'[Date])
)
or use below one 
YTD AC =
CALCULATE(
SUM('Append'[Value]),
'Append'[view] = "actuals",
DATESYTD('FinDate'[Date])
)


please accept if my measure will works 

[Anonymous]

Hi @yolandacb ,

Please update the formula of measure as below and check if it can return the expected result...

YTD AC = 
TOTALYTD (
    SUM ( 'Append'[Value] ),
    'Append'[Date],
    FILTER (
        ALLSELECTED ( 'Append' ),
        'Append'[view] = "actuals"
            && 'Append'[Date] < TODAY ()
    )
)

Best Regards

[yolandacb]

Sorry, let me clarify.

My table has dates in the future. That's why I keep getting the values in the future. I realised that I need a measure that calculated the YTD to a point in time.

[Anonymous · Accepted solution]

Hi @yolandacb ,

I created a sample pbix file(see the attachment), please check if that is what you want.

YTD AC = 
CALCULATE (
    SUM ( 'Append'[Value] ),
    FILTER (
        'Append',
        'Append'[view] = "actuals"
            && YEAR ( 'Append'[Date] ) = YEAR ( TODAY () )
            && 'Append'[Date] <= TODAY ()
    )
)

Best Regards

[Dangar332]

Hi, @yolandacb 

try below measure 

MEASURE =
CALCULATE (
    [value],
    'Append'[view] = "actuals",
    keepfilter ( 'FinDate'[Date] < TODAY () )
)

Best Regards,
Dangar

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[yolandacb]

Sorry I tried this, but I still get the whole year, rather than until the current month.

[Kedar_Pande]

@yolandacb 

Corrected DAX Measure:
YTD AC =
CALCULATE(
SUM('Append'[Value]), 
'Append'[view] = "actuals", 
DATESYTD('FinDate'[Date])
)

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn

[yolandacb]

Sorry I tried this, but I still get the whole year, rather than until the current month.

[Poojara_D12]

Hi @yolandacb 

The issue arises because the TOTALYTD function isn't dynamically filtering the dates based on the year-to-date (YTD) range due to the way you structured your DAX formula. Specifically, the FILTER function within SUMX evaluates the entire table, effectively ignoring the TOTALYTD filter context.

Here’s what is missing and how to fix it:

Revised DAX for Dynamic YTD Calculation

You need to make sure that the filtering for YTD is applied correctly. Replace your measure with the following:

YTD AC = 
CALCULATE(
    SUMX(
        'Append',
        IF('Append'[view] = "actuals", [Value], 0)
    ),
    DATESYTD('FinDate'[Date], "31/12")
)

Testing the Measure

• Verify that your date column ('FinDate'[Date]) contains valid and continuous date values (i.e., no gaps or missing dates).
• Ensure that the column 'Append'[view] accurately classifies rows as "actuals" or other categories.

Optional: Debugging Helper Measure

To see which rows are contributing to your calculation, you can create a debugging table:

EVALUATE
CALCULATETABLE(
    FILTER('Append', 'Append'[view] = "actuals"),
    DATESYTD('FinDate'[Date], "31/12")
)

This will show the filtered rows for YTD, helping you verify that the filters are applied correctly.

Let me know if you encounter any issues!

Did I answer your question? Mark my post as a solution, this will help others!

If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
YouTube: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS