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sujitjena's avatar
sujitjena
Resolver I
6 years ago
Solved

How to create custom YTD function

Hi Everyone, I tried to create time intelligent function - TOTALYTD but it doesnt work for Fiscal year sorting based on my data set. So i want to create a custom YTD function that can add the values...
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sujitjena's avatar
sujitjena
Resolver I
6 years ago

Hi amitchandak : Its related to the same data in my earlier post and thanks for your help on that. Since my data set is not as per the actual year (2017 Sep is actually 2016 Sep till 2017 Dec is actually Dec 2016). So the time intelligence doesnt produce the right results even though it works great. So, i was wondering if i can create my own custom YTD function.

amitchandak's avatar
amitchandak
Super User
6 years ago

Try this

 

Cumm YTD = CALCULATE(sum('GP Deployed'[Total]),DATESBETWEEN(Dates[Date],STARTOFYEAR(Dates[Date],"8/31"),ENDOFMONTH(Dates[Date])))

 

 

I think all other calc is also correct

But remember the sort put sep before Jan, in the case calendar year. So in Cal year 2017. We are seeing sep to dec of another year. Say 2018. And As data start from Jan it shows Jan 2017 to Aug 2017  as one year. 

 

In case of 2018, the cal does not reset on Jan 2018, because it gets data from dec