Forum Discussion
Need YTD Sum
Hi jackypatel - You can use DAX to calculate the YTD values.This approach also calculates the YTD value but uses a filtering logic to include only months within the same fiscal year.
YTD Value =
CALCULATE(
SUM(Table[Value]),
DATESYTD(
Table[Month],
"03-31" // End of fiscal year (March 31)
)
)I hope you have a calendar table created in your model. please replace the same and place the value field.
Hi jackypatel - You can use DAX to calculate the YTD values.This approach also calculates the YTD value but uses a filtering logic to include only months within the same fiscal year.
YTD Value =
CALCULATE(
SUM(Table[Value]),
DATESYTD(
Table[Month],
"03-31" // End of fiscal year (March 31)
)
)
I hope you have a calendar table created in your model. please replace the same and place the value field.
