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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Year to Date Graph

I am trying to build a chart that shows the data of each week as well as the YTD total as it goes through the weeks. Currently my DAX function is:  Actuals YTD = TOTALYTD(SUM(Table1[Quantity]...
DAX
Year to date
YTD
Whitewater100's avatar
Whitewater100
Icon for Solution Sage rankSolution Sage
4 years ago

Hi:

Your Date Table should ocnnect to your Fact Table [Delivery Date] and then you don't need that column in your measure.

YTD = CALCULATE(SUM(Table1[Quantity]), DATESYTD('Date Table'[Date]) or

YTD = TOTALYTD(SUM(Table1[Quantity]), 'Date Table'[Date])

 

I hope this helps!

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Whitewater100 Thank you for your suggestion, but neither of these expressions provided a different visual than shown above. Are there any other ways to calculate year to date?

  • Whitewater100's avatar
    Whitewater100
    Icon for Solution Sage rankSolution Sage
    4 years ago

    Yes but those should work if you have date table marked as Date Table with only consequtive date. 

    If this next sugestion doesn't work, please send an example pbix file as something seems off.

    Total Sales = SUM(Table1[Quantity])

    Cumulative Sales = CALCULATE([Total Sales], 
                                   FILTER(ALLSELECTED('Date Table'[Date]), 
                                   'Date Table'[Date] <= MAX('Date Table'[Date]))

    If you have multiple years you can add IF statement preceding:

     = IF('Date Table'[Year] = "2022", FORMULA ABOVE