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SarahESkells's avatar
SarahESkells
Icon for Helper I rankHelper I
4 years ago
Solved

MTD and YTD table

Hello   I think this is a straightforward question but I am struggling to get the data to work for me.   I have a table of data, I have changed the layout to work for me so looks something like t...
  • v-yanjiang-msft's avatar
    4 years ago

    Hi SarahESkells ,

    According to your description, if you use the DATESMTD, DATESQTD,  DATESYTD functions in the MTD, QTD, YTD measures, it can't return correct result because these functions refer to a date column which doesn't exsit in your visual. Here's my solution, create three measures.

    MTD =
    CALCULATE (
        SUM ( 'Table'[Value] ),
        FILTER ( 'Table', EOMONTH ( 'Table'[Date], 0 ) = EOMONTH ( TODAY (), 0 ) )
    )
    
    QTD =
    CALCULATE (
        SUM ( 'Table'[Value] ),
        FILTER (
            'Table',
            YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
                && QUARTER ( 'Table'[Date] ) = QUARTER ( TODAY () )
        )
    )
    
    YTD =
    CALCULATE (
        SUM ( 'Table'[Value] ),
        FILTER ( 'Table', YEAR ( 'Table'[Date] ) = YEAR ( TODAY () ) )
    )
    

    Get the correct result.

    I attach my sample below for your reference.

     

    Best Regards,
    Community Support Team _ kalyj

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