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I would like to calculate running year to date total based on dynamic fiscal period and columns as per attached file
https://1drv.ms/x/s!AtC4vPlx9PrghywunoTDZiy1b0dy
Solved! Go to Solution.
Hi @Anonymous,
Could you please mark the proper answers as solutions?
Best Regards,
Dale
Hi @Anonymous,
Could you please mark the proper answers as solutions?
Best Regards,
Dale
Thank you. I had to adjust my data and then your solution worked.
Hi @Anonymous,
Try the demo in the attachment. I hope you didn't share any sensitive data here.
1. Create a date table;
2. Establish a relationship;
3. Create a measure.
Measure = TOTALYTD ( SUM ( Table1[Amount] ), 'Calendar'[Date] )
Best Regards,
Dale
Hey experts, many thank you.... ur sharing solved my 4 days work.
I need to be dynamic for example if there is a forecast version with data till the end of the year and actual version is only till October. Then YTD amount for forecast should be until October for all projects. I am basically looking for a column with YTD running total to be pulled into the report bcos these projects are later grouped differentlyy.
Hi @Anonymous,
How about this one? The calculated column may not be a good idea.
Measure 2 = VAR maxDate = CALCULATE ( MAX ( Table1[Fiscal year/period|Key Figures] ), FILTER ( ALL ( 'Table1' ), 'Table1'[VERSION] = "Actual" ) ) RETURN TOTALYTD ( SUM ( Table1[Amount] ), 'Calendar'[Date], 'Calendar'[Date] <= maxDate )
Best Regards,
Dale
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