Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Getting actual value as YTD value on inserting a filter

Hi, I needed to calculate YTD value for a group of Units for two different year and I was able to do and plot a graph. The formulae I used was  YTDXYX = CALCULATE(SUM(Data[XYX days]);FILTER(ALLSE...
Data Modeling
Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi,

 

Try this

 

=CALCULATE(SUM(Data[XYX days]);DATESYTD(Calendar[Date];"31/12"))

 

Please note the following:

 

  1. I have assumed that the year ending date is 31 December.  If it is 30 June, then change the last input to "30/6"
  2. There should be a Calendar Table with a relationship from the Date column fo the Data Table to the Date column of the Calendar Table
  3. In the Calendar Table, write these calculated column formulas to extract the Year and Month =YEAR(Calendar[Date]) and =FORMAT(Calendar[Date],"mmmm")
  4. In your visual/filter, drag the Year/month column from the Calendar Table

Hope this helps.