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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.

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