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mike87
Frequent Visitor

Calculating YTD

Hi,

 

I am trying to calculate YTD by using TOTALYTD and the quick measure approach, but none of them seem to work. I have data with both actual data and forecasted data. The date table ranges from 2017 to 2019. When I try to calculate YTD I get the sum of revenue for the last year in the data set.

 

How can I get the YTD revenue for 2018 (01.01.2018-01.03.2018)? 

 

 

 

 

 Data setData setTOTALYTDTOTALYTDQuick measure YTDQuick measure YTDBoth approaches on the left, and the revenue over the 3 years on the rightBoth approaches on the left, and the revenue over the 3 years on the right

2 REPLIES 2
Interkoubess
Solution Sage
Solution Sage

Hi @mike87,

 

Please create a calendar table and link it to your model and then create your measure either with TOTALYTD or calculate with DATEYTD.

 

If it is not clear please share dummy data and I will make a try.

 

Ninter

Thank you for your response @Interkoubess. The data I have presented is dummy data. The actual data has a calender table as well, but still the same issue. 

 

I'm happy to share the data with you, but I don't know how to :S 

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