Forum Discussion
Calculate YTD for duplicate dates
Hello Experts,
I am very new to PowerBI. I searched a lot to calculate YTD and came to know that we can calculate YTD only when we have distinct continous dates. But in my case I have multiple values for single date and I wanted to calculate YTD. I tried the following calculation
YTD = TOTALYTD(SUM('Sales'[Net Sales]),'Date'[Date]), but I'm getting same values as NetSales. It is not calculating YTD as we are having multiple values for single date. Here Sales is the main table and Date is Calendar table, I have created 1:1 relationship among Sales and Date table by creating unique column and tried. But no luck as we are having multiple dates in Date table as well. Can anyone help me on this?
Thanks
srivally,
You date table doesn't contain all the possible date values of your sales table, and you don't create relationship between the two tables, thus you don't get expected YTD value.
Please check the attached PBIX file.
Regards,
Lydia
14 Replies
srivally,
Please create visuals as shown in the attached PBIX file.
Regards,
LydiaAnonymous
I have tried the same way, as we are having two values for single date,YTD is not getting as expected. I have attached the link to get my data in detail. Please check and help me with an idea.https://www.dropbox.com/s/nrjusedc2na7kz4/YTD.pbix?dl=0
Thanks
srivally,
You date table doesn't contain all the possible date values of your sales table, and you don't create relationship between the two tables, thus you don't get expected YTD value.
Please check the attached PBIX file.
Regards,
LydiaAnonymous
I have created the relationship, but I'm getting YTD as blank values. I have attached the same here
https://www.dropbox.com/hsrivally，
Please check your Date table and create a visual as shown in the YTD-MOD PBIX file. By the way, I am unable to access your PBIX file.
Regards,
Lydia
