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Kt1097's avatar
Kt1097
New Member
5 years ago
Solved

Dynamic YTD across multiple years

Hello,   after hours of reading different posts and trying out formulas, I still haven't found a solution for my problem. There are two columns from my table that are relevant here: Sales units an...
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  • Kt1097's avatar
    Kt1097
    5 years ago

    We finally came up with a measure that works for our purpose:

    YTD sales units =

    TOTALYTD(SUM('Sales'[Sales units]); 'Sales'[Date];MONTH('Sales'[Date])<=MONTH(NOW())

Fowmy's avatar
Fowmy
Icon for Super User rankSuper User
5 years ago

Kt1097 

Create the following measure, it will show you the total ytd from the available starting date in your table


YTD Sales = 
IF(
    MAX(Sales[Date]) > EOMONTH(TODAY(),-1),
    BLANK(), 
    CALCULATE(
    SUM(Sales[Sales Units]),
        FILTER(
            ALLSELECTED(Sales[Date]),
            Sales[Date] <= MAX(Sales[Date])
        )  
    )
)

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Kt1097's avatar
Kt1097
New Member
5 years ago

Unfortunately, it doesn't work either. It just displays all sales from the available starting date until now but not the sales made in the last years until november.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Kt1097,

    Fowmy 's formula looks well, I'm not so sure why they do not work on your side. Can you please share a pbix file with some dummy data and expected results to help us clarify your scenario and test coding formula?

    How to Get Your Question Answered Quickly 
    Regards,

    Xiaoxin Sheng