Forum Discussion
How to create custom YTD function
Please note that all your LTD and LYTD calculations are working correctly. But when trying to display Calendar year and ordered by financial month, it gives the wrong message. Please check my pbix file shared
LYTD GP Total = TOTALYTD(sum('GP Deployed'[Total]),DATEADD(Dates[Date],-12,MONTH),"8/31")https://www.dropbox.com/s/9g9uuqdcbvwexxz/PBIX%20View.pbix?dl=0
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Thanks.
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You must input the 3rd parameter in TOTALYTD function as the Year-End-Date. For example, if your fiscal year start 01/07/2019 (dd/mm/yyyy) the TOTALYTD will like this TOTALYTD( [Total Sales], 'Date'[Date], "06-30" ).
Hope this help.
Hi chawalit : Yes, the 3rd parameter works. However, my problem is in the data set and not the TOTALYTD function. The actual data set is little wiered. since my Financial year starts from Sep, the date is tagged from Sep 16 to Aug 17 as 2017. Hence, the need to create a custom YTD function.
Hi sujitjena if you mean your fiscal year 2017 start form
Sep 16, Oct 16, Nov 16, Dec 16, Jan 17, Feb 17, Mar 17, Apr17, May 17, Jun17, Jul17, Aug 17
So, like our fiscal year start from Oct 16 - Sep 17 as fiscal year 2017. My dax for YTD as below:SalesYTD_FC = TOTALYTD( [Total Sales], 'Date'[Date], "09-30" )chawalit : I understand the TOTAL YTD function but as i said my data is a bit weird. Please check the sample data set in the below link and let me know if we can have a custom function for YTD and LYYTD
https://www.dropbox.com/sh/kvofpp1iijhy6wa/AAB3JM4s-NHy9GTeQQfoQD3wa?dl=0
Thanks for your help!
sujitjena please check your fiscal year, fiscal month I think is incorrect. Like a fiscal year 2017 you said it will start from Sep 16 - Aug 17. But, in your dataset it start Sep 17, Oct 17, Nov 17, Dec 17, Jan17, Feb 17 - Aug 17. I think after you clear your fiscal year your dax will correct.