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how would you do calculation for YTD, unless it's Q1 of a new year then give the total YTD of last year.
How would that look?
TIA
Solved! Go to Solution.
Hi @agd50 ,
Here some steps that I want to share, you can check them if they suitable for your requirement.
Here is my test data:
1.Create a measure
YTD_Conditional =
VAR CurrentQuarter = QUARTER(TODAY())
VAR CurrentYear = YEAR(TODAY())
RETURN
IF(
CurrentQuarter = 1,
CALCULATE(
SUM('Table'[Amount]),
FILTER(
ALL('Table'),
YEAR('Table'[Date]) = CurrentYear - 1
)
),
TOTALYTD(
SUM('Table'[Amount]),
'Table'[Date]
)
)
2.Final output
Please note that today() is 2024/01/11
Best regards
Albert He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
Hi @agd50 ,
Here some steps that I want to share, you can check them if they suitable for your requirement.
Here is my test data:
1.Create a measure
YTD_Conditional =
VAR CurrentQuarter = QUARTER(TODAY())
VAR CurrentYear = YEAR(TODAY())
RETURN
IF(
CurrentQuarter = 1,
CALCULATE(
SUM('Table'[Amount]),
FILTER(
ALL('Table'),
YEAR('Table'[Date]) = CurrentYear - 1
)
),
TOTALYTD(
SUM('Table'[Amount]),
'Table'[Date]
)
)
2.Final output
Please note that today() is 2024/01/11
Best regards
Albert He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
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