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keckraguilar's avatar
keckraguilar
Frequent Visitor
2 years ago
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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. ...
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Ashish_Mathur's avatar
Ashish_Mathur
Super User
2 years ago

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.

  • keckraguilar's avatar
    keckraguilar
    Frequent Visitor
    2 years ago

    I think that is fine because the budget tab will always only have one Fiscal Year and no previous years

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      2 years ago

      That isn't the point.  I will need that column in order to create a Date field.  This in turn will allow me to create a Calendar table.

      • keckraguilar's avatar
        keckraguilar
        Frequent Visitor
        2 years ago

        OK, but the sales tab is an aggregate of the month. Also, the budget tab is the budget for the month because there is no daily budget. I suppose I can create a date field with the same day of the month if you believe that will work?