Calculate YTD sum total of value

[Sdutta]

Hi All, I have gone through the existing questions and solutions around the same requirement but struggling a bit, which probably might be down to the fact that my date column is in a different format.

If I am trying to sum a value based on a period_code column which holds values like 201601, 201602, 201603....201612 (that corresponds to Oct-2016, Nov-2016, Dec-2016....Sep-2016 as Oct is our financial year beginning), will the logic work? Or do I need to convert the period_code column to actual dates?

Thanks in advance.

[Sdutta]

Hi All,

I have now included a column called Period_EndDate that corresponds to the end date against each Period_Name.

Period_Name                         col2
Dec-2016                           2016-12-31
Nov-2016                          2016-11-30
Oct-2016                           2016-10-31

This formula doesnt seem to be working correctly though when trying to calculate YTD sum of actual values

YTD_Actuals = CALCULATE(SUM(KPI[Actual]),DATESYTD(KPI[Period_EndDate].[Date]))

Please help.

[Sdutta · Accepted solution]

Not to worry, I figured it out at the T-SQL level.