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bhmiller89's avatar
bhmiller89
Helper V
9 years ago
Solved

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 nextm...
Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    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

Anonymous's avatar
Anonymous
Not applicable
9 years ago

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