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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
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.
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.

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