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Anonymous
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Budget YTD
03-29-2023
04:48 AM
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
Solved! Go to Solution.
1 ACCEPTED SOLUTION
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03-31-2023
12:24 AM

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.
1 REPLY 1
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03-31-2023
12:24 AM

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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