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asa70's avatar
asa70
Advocate I
1 year ago
Solved

Dynamic 12 Month YTD Calculation

Hi all,    I hope you are well,   I'm currently doing a 12 month YTD calculation and what should be a simple calculation, is proving to be quite the challenge. I think I'm missing something in be...
Need Help
  • v-sshirivolu's avatar
    v-sshirivolu
    1 year ago

    Hi asa70 ,
    After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have modified few things in pbix  and successfully implemented it.     

    I am also including .pbix file for your better understanding, please have a look into it:

    Thank you for using Microsoft Community Forum.

danextian's avatar
danextian
Super User
1 year ago

Hi asa70 

 

i don't think YTD is the appropriate term to use but instead the running 12 months total.  If the goal is to show the last x months and not jut the total value, then you will need to use a disconnected table as using a related one will only alter the filter context but not the visible rows. However, if the goal is to compute the total running total for the last x months relative to the current row, please try this:

Total Revenue Last Six Months Running = 
CALCULATE (
    [Total Revenue],
    DATESINPERIOD ( Dates[Date], MAX ( Dates[Date] ), -6, MONTH )
)

Replace 6 with 12.

Please see the attached pbix.