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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Need help with YTD Measure

Hi, 

 

I've been asked to build a report that includes a YTD per accountID measure that'll be responsive to slicers (ie, if the user selects March in the slicer, the report will show the YTD value in March). 

 

To do this, I'm going to need to build a calcuated column to sum the YTD for each accountID, excluding P13-Close period. I've looked at previous YTD questions, but I'm not confident with DAX and struggling to make it work. I'm not able to share my actual data, but the below is a representative example.  

 

AccountIDRev ValueDatePeriodName
123322401/01/2023P04-Jan
2355323219/02/2023P05-Feb
2353405/05/2023P08-May
780444117/03/2023P06-Mar
123-12330/06/2023P13-Close
7803211320/07/2023P010-Jul
780-3211331/07/2023P13-Close

 

 

 

Need Help

1 Reply

  • sergej_og's avatar
    sergej_og
    Icon for Super User rankSuper User
    3 years ago

    Maybe this one can help.
    Try this to apply to yout model.

    TotalYTD =
    TOTALYTD(
         SUM(your_table[Rev Value]),
         'Calendar'[Date])

    'Calendar' is a dimension table.
    hope you got the idea.