Dax expression calculation help

[ashmitp869]

Hi,

I have only selected the project number with no Year and Month Name selection and export the data.

I need to calculate the YTD of Extended Amount if I select Year as 2024 

The FY should be 2024 and Taking all Transaction Date until the last of month selected on Month Name .

I am attaching the excel file . The yellow part should be inculded to calcualte the YTD Budget.

[Ashish_Mathur]

Hi,

What's the start of your FY?  Share the download link of your PBI file.

[ashmitp869]

Hi ,

FY start from 01/06/2015 .

[Ashish_Mathur]

Hi,

In the measure shared by Amit, replace 12/31 with 5/31.

Hope this helps.

[ashmitp869]

Thanks Ashish. Though I accept Amit solution but it won't be possible without your help.

[Ashish_Mathur]

You are welcome.

[amitchandak · Accepted solution]

@ashmitp869 , You should able to do that using a date table joined with date of your table and using a measure like

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

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=145s

[ashmitp869]

Hi amit,

If I do that its not doing the sum of amount for last year transaction date though its under 2024 FY.Please see the below screenshot marked in Red.