Need YTD Sum

[jackypatel]

As per Below table

Month	Value	YTD	Logic
Apr-23	278.5	278.5	Apr-23
May-23	181.9	460.4	Apr-23+May-23
Jun-23	147.5	607.9	Apr-23+May-23+Jun-23

Continue till Mar-24 

And Same will start for Apr-24

Plz help to resolve this

[rajendraongole1 · Accepted solution]

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.

[jackypatel]

Thank you