Forum Discussion
Solved
Dynamic YTD Formula (DAX)
I have two tables, budget and sales. I want to create a dynamic ytd budget formula that only sums the data through the max month in the sales table. I already converted the month name to numbers. ...
Hi,
PBI file attached.
Hope this helps.
How do I share an excel doc on here?
Upload it to Google Docs and share the download link. Please also answer the questions asked in my earlier message.
Here you go. The google doc has additional fields. and yes FY months are July-June
https://docs.google.com/spreadsheets/d/1ACn_70cU0GS1_FO-FAt8LFdDLfbz4TsWfYyYOAWpUJM/edit?usp=sharing
There should also be an year column in there. I cannot take the year from FY2024 because this FY will also include months from the previous CY. So have a year column as well.
I think that is fine because the budget tab will always only have one Fiscal Year and no previous years
Hi,
PBI file attached.
Hope this helps.