Forum Discussion
DATESYTD
Good day,
I am working with OData feed from MS Projects to build a dashboard in Power BI that will be running and checked for updates. The data has been sanitized. I am using a matrix to display numbers for future cashflow and targets. Most of my measures are working correctly, but I am having some difficulty with YTD Calculation 4.
I have a measure DATESYTD for YTD Calculation 2 which is working as expected, adding and recurring a monthly amount with the rest. I would like to achieve the same behavior for YTD Calculation 4 to see if we are on target . Would it be possible for someone to assist me in resolving this issue and making YTD Calculation 4 recurring and adding up like YTD Calculation 2?
Context:
Onceoffs with zeros: a table in that i just replaced blanks with 0
YTD Calculations 2: DATESYTD works perfectly giving a running total for the monthly invoice on the matrix
Income for month: also works fine
Ytd Calculation 4: Does not work, I want a running total like YTD Calculation 2, but just using Income for month. I don't even know what it is calculating.
1 Reply
Anonymous , For YTD you should always use date table in measure and visual
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uAYou can consider Window function too
Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
