Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
bhmiller89
Helper V
Helper V

Calculating YTD Goals

I have Sales Quotas that are basically fixed every month but I'm stumped on how to calculate the YTD Quota.

 

So, if every month the quota is $60,000, obviouslt the YTD would be "$60,000" and nextmonth would be "$120,000" but I'm not sure how to write that measure 

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

Hi @bhmiller89,

 

You can try to use below formula which used to calculate the running total:

 

Measure:

TotalYTD=  Calculate(Sum(Table[AmountColumn]),Filter(ALL(Table),Table[DateField]<=Max(Table[DateField)&&Year(Table[DateField])=Year(Max(Table[DateField))))

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community Support

Hi @bhmiller89,

 

You can try to use below formula which used to calculate the running total:

 

Measure:

TotalYTD=  Calculate(Sum(Table[AmountColumn]),Filter(ALL(Table),Table[DateField]<=Max(Table[DateField)&&Year(Table[DateField])=Year(Max(Table[DateField))))

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

AugPowerBI_Carousel

Power BI Monthly Update - August 2024

Check out the August 2024 Power BI update to learn about new features.

August Carousel

Fabric Community Update - August 2024

Find out what's new and trending in the Fabric Community.