@zenmonkey -
For YTD to work properly, you need to have a column of Date datatype for individual dates, either in a separate Date table, or through the Date table that gets created automatically in the background. In your case, since you want to use a Year/Month column, you will want to add that to your Date table. An example Date Power Query M script is below.
You will need to create a relationship between your Fact table and the Date table. If the fact table contains monthly, instead of daily data, the relationship will need to be many-to-many.
Finally, use the Year/Month column from the Date table in your visual, and YTD should work correctly.
Date table script:
let
//Set the following variables
Culture = "English (United States)", //Select a culture.
UseYesterdayAsCurrentDate = true, //true = yesterday, false = today
YearsBack = 2, //How many years to include prior to the current year.
YearsAhead = 2, //How many years to include after the current year.
GoToBeginning = "Year", //Options: Year, Month, None
GoToEnd = "Year", //Options: Year, Month, None
//Figure the Start and End Dates, based on above variables
DateToday = DateTime.Date(DateTime.LocalNow()),
CurrentDate = if UseYesterdayAsCurrentDate = true then Date.AddDays(DateToday, -1) else DateToday,
YearBegin = Date.Year(CurrentDate) - YearsBack,
MonthBegin = if GoToBeginning = "Year" then 1 else Date.Month(CurrentDate),
DayBegin = if GoToBeginning = "None" then Date.Day(CurrentDate) else 1,
StartDate = #date(YearBegin, MonthBegin, DayBegin),
YearEnd = Date.Year(CurrentDate) + YearsAhead,
MonthEnd = if GoToEnd = "Year" then 12 else Date.Month(CurrentDate),
DayEndTemp = if GoToEnd = "Year" then 31 else Date.Day(CurrentDate),
EndDateTemp = #date(YearEnd, MonthEnd, DayEndTemp),
EndDate = if GoToEnd = "Month" then DateTime.Date(Date.EndOfMonth(EndDateTemp)) else EndDateTemp,
DayCount = Duration.Days(Duration.From(EndDate - StartDate)) + 1,
//Get complete list of dates, Convert to a table, update name and data type
AllDates = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
TableFromList = Table.FromList(AllDates, Splitter.SplitByNothing()),
ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
//Add other attributes of the date, as desired
InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date])),
InsertQuarterOfYear = Table.AddColumn(InsertYear, "Quarter Of Year", each Date.QuarterOfYear([Date])),
InsertMonthOfYear = Table.AddColumn(InsertQuarterOfYear, "Month Of Year", each Date.Month([Date])),
InsertDayOfMonth = Table.AddColumn(InsertMonthOfYear, "Day Of Month", each Date.Day([Date])),
InsertDayOfWeek = Table.AddColumn(InsertDayOfMonth, "Day Of Week", each Date.DayOfWeek([Date])),
InsertDateAlternateKey = Table.AddColumn(InsertDayOfWeek, "Date Alternate Key", each [Year] * 10000 + [Month Of Year] * 100 + [Day Of Month]),
InsertMonthName = Table.AddColumn(InsertDateAlternateKey, "Month Name", each Date.ToText([Date], "MMMM", Culture), type text),
InsertMonthKey = Table.AddColumn(InsertMonthName, "Month Key", each [Year] * 100 + [Month Of Year]),
InsertMonthYear = Table.AddColumn(InsertMonthKey, "Month Year", each (try(Text.Range([Month Name],0,3)) otherwise [Month Name]) & " " & Number.ToText([Year])),
InsertQuarterName = Table.AddColumn(InsertMonthYear, "Quarter Name", each "Q" & Number.ToText([Quarter Of Year])),
InsertQuarterKey = Table.AddColumn(InsertQuarterName, "Quarter Key", each [Year] * 100 + [Quarter Of Year]),
InsertQuarterYear = Table.AddColumn(InsertQuarterKey, "Quarter Year", each "Q" & Number.ToText([Quarter Of Year]) & " " & Number.ToText([Year])),
InsertDayName = Table.AddColumn(InsertQuarterYear, "Day Of Week Name", each Date.ToText([Date], "dddd", Culture), type text),
InsertWeekEnding = Table.AddColumn(InsertDayName, "Week Ending", each Date.EndOfWeek([Date]), type date),
//Add Relative Date Positions.
InsertRelativeYear = Table.AddColumn(InsertWeekEnding, "Relative Year", each [Year]-Date.Year(CurrentDate)),
InsertRelativeYearDescription = Table.AddColumn(InsertRelativeYear, "Relative Year Description",
each if [Relative Year] = 0 then "Current Year"
else if [Relative Year] = -1 then "Last Year"
else if [Relative Year] = 1 then "Next Year"
else if [Relative Year] < -1 then Number.ToText(Number.Abs([Relative Year])) & " Years Back"
else Number.ToText([Relative Year]) & " Years Ahead"),
InsertRelativeQuarter = Table.AddColumn(InsertRelativeYearDescription, "Relative Quarter",
each 4*([Year]-Date.Year(CurrentDate)) + ([Quarter Of Year]-Date.QuarterOfYear(CurrentDate))),
InsertRelativeQuarterDescription = Table.AddColumn(InsertRelativeQuarter, "Relative Quarter Description",
each if [Relative Quarter] = 0 then "Current Quarter"
else if [Relative Quarter] = -1 then "Last Quarter"
else if [Relative Quarter] = 1 then "Next Quarter"
else if [Relative Quarter] < -1 then Number.ToText(Number.Abs([Relative Quarter])) & " Quarters Back"
else Number.ToText([Relative Quarter]) & " Quarters Ahead"),
InsertRelativeMonth = Table.AddColumn(InsertRelativeQuarterDescription, "Relative Month",
each 12*([Year]-Date.Year(CurrentDate)) + ([Month Of Year]-Date.Month(CurrentDate))),
InsertRelativeMonthDescription = Table.AddColumn(InsertRelativeMonth, "Relative Month Description",
each if [Relative Month] = 0 then "Current Month"
else if [Relative Month] = -1 then "Last Month"
else if [Relative Month] = 1 then "Next Month"
else if [Relative Month] < -1 then Number.ToText(Number.Abs([Relative Month])) & " Months Back"
else Number.ToText([Relative Month]) & " Months Ahead"),
InsertRelativeWeek = Table.AddColumn(InsertRelativeMonthDescription, "Relative Week",
each Duration.Days(Duration.From([Week Ending]-Date.EndOfWeek(CurrentDate)))/7),
InsertRelativeWeekDescription = Table.AddColumn(InsertRelativeWeek, "Relative Week Description",
each if [Relative Week] = 0 then "Current Week"
else if [Relative Week] = -1 then "Last Week"
else if [Relative Week] = 1 then "Next Week"
else if [Relative Week] < -1 then Number.ToText(Number.Abs([Relative Week])) & " Weeks Back"
else Number.ToText([Relative Week]) & " Weeks Ahead"),
InsertRelativeDay = Table.AddColumn(InsertRelativeWeekDescription, "Relative Day",
each Duration.Days(Duration.From([Date]-CurrentDate))),
InsertRelativeDayDescription = Table.AddColumn(InsertRelativeDay, "Relative Day Description",
each if [Relative Day] = 0 then "Current Day"
else if [Relative Day] = -1 then "Last Day"
else if [Relative Day] = 1 then "Next Day"
else if [Relative Day] < -1 then Number.ToText(Number.Abs([Relative Day])) & " Days Back"
else Number.ToText([Relative Day]) & " Days Ahead"),
//Add Date Category Positions.
InsertYearGroup = Table.AddColumn(InsertRelativeDayDescription, "Year Group",
each if [Relative Year] = 0 then "Current Year"
else if [Relative Year] < 0 then "Past Years"
else "Future Years"),
InsertQuarterGroup = Table.AddColumn(InsertYearGroup, "Quarter Group",
each if [Relative Quarter] = 0 then "Current Quarter"
else if [Relative Quarter] < 0 then "Past Quarters"
else "Future Quarters"),
InsertMonthGroup = Table.AddColumn(InsertQuarterGroup, "Month Group",
each if [Relative Month] = 0 then "Current Month"
else if [Relative Month] < 0 then "Past Months"
else "Future Months"),
InsertWeekGroup = Table.AddColumn(InsertMonthGroup, "Week Group",
each if [Relative Week] = 0 then "Current Week"
else if [Relative Week] < 0 then "Past Weeks"
else "Future Weeks"),
InsertDayGroup = Table.AddColumn(InsertWeekGroup, "Day Group",
each if [Relative Day] = 0 then "Current Day"
else if [Relative Day] < 0 then "Past Days"
else "Future Days"),
#"Changed Type" = Table.TransformColumnTypes(InsertDayGroup,{{"Year", Int64.Type}, {"Quarter Of Year", Int64.Type}, {"Month Of Year", Int64.Type}, {"Day Of Month", Int64.Type}, {"Day Of Week", Int64.Type}, {"Date Alternate Key", Int64.Type}, {"Quarter Name", type text}, {"Month Year", type text}, {"Quarter Year", type text}, {"Relative Year Description", type text}, {"Relative Quarter Description", type text}, {"Relative Month Description", type text}, {"Relative Week Description", type text}, {"Relative Day Description", type text}, {"Year Group", type text}, {"Quarter Group", type text}, {"Month Group", type text}, {"Week Group", type text}, {"Day Group", type text}, {"Relative Day", Int64.Type}, {"Relative Week", Int64.Type}, {"Relative Month", Int64.Type}, {"Relative Quarter", Int64.Type}, {"Relative Year", Int64.Type}, {"Quarter Key", Int64.Type}, {"Month Key", Int64.Type}}),
//Add Date In Fact Table Attributes.
maxSales = Date.AddDays(DateToday, -1), //List.Max(Table.Column(Sales, "SalesDate")), //
InsertHasSalesData = Table.AddColumn(#"Changed Type", "Has Sales Data",
each if [Date] <= maxSales then "Yes"
else "No"),
InsertHasSalesDataCompleteMonth = Table.AddColumn(InsertHasSalesData, "Has Sales Data Complete Month",
each if Date.EndOfMonth([Date]) <= maxSales then "Yes"
else "No")
in
InsertHasSalesDataCompleteMonth
