Budget YTD

[Anonymous]

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

[v-rzhou-msft · Accepted solution]

Hi @Anonymous ,

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.