Forum Discussion

srivally's avatar
srivally
Icon for Helper I rankHelper I
8 years ago
Solved

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

Need Help
  • Anonymous's avatar
    Anonymous
    8 years ago

    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

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    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

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        srivally，

        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