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energeyes's avatar
energeyes
New Member
7 years ago
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Help with YTD Sum

I've tried this a number of ways but I have a set of data that I need to create YTD sums for and still be able to filter.  I've created this example set of data that highlights my problem.

 

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You can see in the date field there will be multiple entries for the same day.  The "column" field shows one of the ways I have tried this.  I have created a seperate date table and used that date instead of the one in the table.  Any thoughts on how I can get this to work?

 

Thanks!

  • You don't need a Column.

    You need a Measure that calculates the YTD values, and then put it into a Table in PowerBI

    like:

    TotalExpense= TOTALYD(SUM(Table1[Expense]); Sheet1[Calendar Date])

    Then create a new Table, insert the Date, Name, State, Expense and Total ExpenseMeasure you just created

1 Reply

  • You don't need a Column.

    You need a Measure that calculates the YTD values, and then put it into a Table in PowerBI

    like:

    TotalExpense= TOTALYD(SUM(Table1[Expense]); Sheet1[Calendar Date])

    Then create a new Table, insert the Date, Name, State, Expense and Total ExpenseMeasure you just created