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Anonymous
Not applicable

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 @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.

Community Support

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.

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