Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Issue with quick measure for running total

I created a quick measure to show running total by month, comparing this year with last year. The measure works fine except that it is showing results into the future for current year. I need it to s...
  • amitchandak's avatar
    6 years ago

    Try to use YTD for cumulative like

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31"),'Date'[Date]<=today()) //change end date of year//stop at today
    
    
    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31")) //change end date of year
    This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31")) //change end date of year
    
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) //change end date of year
    Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) //change end date of year
    

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
    https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/