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jackypatel's avatar
jackypatel
Helper I
1 year ago
Solved

Need YTD Calculation

Need YTD Calculation as per Below table

MonthValueYTDLogic
Apr-23278.5278.5Apr-23
May-23181.9460.4Apr-23+May-23
Jun-23147.5607.9Apr-23+May-23+Jun-23
Jul-23220.4828.3Apr-23+May-23+Jun-23+July-23
Aug-23168.9997.2Apr-23+May-23+Jun-23+July-23+Aug-23
Sep-23197.51194.7Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23
Oct-23190.01384.6Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23
Nov-23132.61517.2Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23+Nov-23
Dec-23143.21660.5Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23+Nov-23+Dec-23
Jan-24107.71768.1Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23+Nov-23+Dec-23+Jan-24
Feb-24136.61904.7Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23+Nov-23+Dec-23+Jan-24+Feb-24
Mar-24120.02024.7Apr-23+May-23+Jun-23+July-23+Aug-23+Sep-23+Oct-23+Nov-23+Dec-23+Jan-24+Feb-24+Mar-24
Apr-24124.1124.1Apr-24
May-24106.2230.3Apr-24+May-24
Jun-24110.8341.2Apr-24+May-24+Jun-24

 

 

So onnnnnn

 

 

Plz Help me to execute this in power BI

Need Help
  • johnt75's avatar
    johnt75
    1 year ago

    I think you can use

    My YTD =
CALCULATE ( SUM ( 'Table'[Value] ), DATESYTD ( 'Date'[Date], "3/31" ) )

    Make sure you have a date table and that it is marked as a date table.

1 Reply

  • johnt75's avatar
    johnt75
    Super User
    1 year ago

    I think you can use

    My YTD =
CALCULATE ( SUM ( 'Table'[Value] ), DATESYTD ( 'Date'[Date], "3/31" ) )

    Make sure you have a date table and that it is marked as a date table.