Forum Discussion
Date Problem with YTD
Fairly new to power BI, and I have a problem where my date table which relates a lot of my tables doesnt seem to be able to get YTD data for a yearly budget. Its almost as if when I make a measure to calculate it, the dates in my 'Budget' table aren't being recognized as dates. But when I put it into a visual it works fine with the master dates. I have tried quick measures as well and that returns a blank value. I did have to append further dates to the date table to be able to show full budget, but idk if thats the problem.
My goal is to be able to show the total amount of spend YTD (which hasn't been a problem), and a budget YTD in the same card.
Here is how I was getting YTD spend
2 Replies
zhamada , It need to measure and you must use date table
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
YTD Sales = TotalYTD(SUM(Sales[Sales Amount]), 'Date'[Date])
Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145sWhy Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
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To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.Thank you for the help! While the solution you provided differed from the one that helped me solve my problem, it was certainly helpful and got me going in the right direction!
