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Helper I

## Budget YTD

Hello Team

I am trying to calculate a budget Year to Date but I am not able to get the right dax formula. Below is my budget table:

 Date Shop Budget_Sales 01/01/2023 A 900000 01/01/2023 B 800000 01/02/2023 A 1200000 01/02/2023 B 800000 01/03/2023 A 1300000 01/03/2023 B 1150000 01/04/2023 A 1400000 01/04/2023 B 1600000 01/05/2023 A 1500000 01/05/2023 B 1800000 01/06/2023 A 1700000 01/06/2023 B 1850000 01/07/2023 A 1700000 01/07/2023 B 1975000 01/08/2023 A 1600000 01/08/2023 B 1790000 01/09/2023 A 1500000 01/09/2023 B 1995000 01/10/2023 A 1800000 01/10/2023 B 2425000 01/11/2023 A 1600000 01/11/2023 B 2475000 01/12/2023 A 2500000 01/12/2023 B 3575000

Here is my calendar:

Calendar = ADDCOLUMNS ( CALENDAR ( Date ( 2021 , 10 , 01 ),  date ( 2025 , 12 , 31 ))
, "Month Year" ,  Format ( [Date] ,  "MMM-YYYY" )
, "Month Year sort" ,  Format ( [Date] ,  "YYYYMM" )
, "Year" ,  Year ( [Date] )
, "YYYY-WK" , CONCATENATE( FORMAT ( [Date] , "YYYY" ),Format(WEEKNUM([Date],2)-1,"00"))
, "Qtr Year" ,  Format ( [Date] , "YYYY\QQ" ))

Any idea on how I can calculate the YTD?

Thank you.

Kind Regards,

Hasvine
1 ACCEPTED SOLUTION
Community Support

Hi @Hasvine2022 ,

If you want to calculate the budget Year to Date, I suggest you to try below measure.

``````Measure =
VAR _EndofCurrentMonth =
EOMONTH ( TODAY (), 0 )
RETURN
CALCULATE (
SUM ( 'Table'[Budget_Sales] ),
FILTER ( 'Calendar', 'Calendar'[Date] <= _EndofCurrentMonth )
)``````

Result is as below.

Best Regards,
Rico Zhou

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

1 REPLY 1
Community Support

Hi @Hasvine2022 ,

If you want to calculate the budget Year to Date, I suggest you to try below measure.

``````Measure =
VAR _EndofCurrentMonth =
EOMONTH ( TODAY (), 0 )
RETURN
CALCULATE (
SUM ( 'Table'[Budget_Sales] ),
FILTER ( 'Calendar', 'Calendar'[Date] <= _EndofCurrentMonth )
)``````

Result is as below.

Best Regards,
Rico Zhou

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

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