Applying Year filter to Running Total

[khaycock]

I'm struggling to get my running total to only include data from this fiscal year. I have data from previous years that I don't want to include in this running total but the following DAX only filters for the calendar year and not starting from April.

How do I force it to only use 2020-2021 data AND start in April? Thanks!

[amitchandak]

@khaycock , Try datesytd with date calendar

Create

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"3/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"3/31"))

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[khaycock]

Is there a way of using this method with a rolling target figure instead?

I have a table called Targets which holds Date (1st of each month), Region and Amount. The amount is the same for every month but the user wants the Target line to be a rolling total each month, so each month the amount increases with April's figure. 

Example 1 is what I have the data stored like

Example 2 is what I want the figures to look like in the dashboard:

When I try and amend the YTD figure you gave me, I get a total of all the months together rather than a rolling addition of each month. I know this is because the measure it summing the Target Amount, but I don't know how I can do the Measure without summing?

[khaycock]

This works perfectly thank you! Is there anyway to keep the months in the future blank for CYTD rather than show the same figure?

[jthomson]

You could try taking the formula you have now and use conditional logic to compare the date in your date table to today, something like:

NewMeasure = if('Date'[Date] > today(),blank(),[YTD Sales])

[khaycock]

The IF statement on this measure doesn't let me use the Calendar Date field, it only lets me pick an existing Measure..