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RanHo's avatar
RanHo
Icon for Helper V rankHelper V
4 years ago

POWERBI - YTD

 Good day guys!
      I want to create a YTD report wherein it can accumulates the given target and actual counts, here's my sample with tables and output i want to achieve. Thanks in advance.


TARGET TAB;E AND TRANSACTION TABLEOUTPUT BASE ON GIVEN TABLES

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3 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    4 years ago

    RanHo , You can create a date from month and Year and then you can use

    with help from a date table

    example

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

     

    or have separate year and month (mm) in a table joined to this table on YYYYMM

     

    YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Month] <= Max('Date'[Month]) ))

     

    Check if needed, Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400

    • RanHo's avatar
      RanHo
      Icon for Helper V rankHelper V
      4 years ago

      Thanks Sir, I'll try it.

  • RanHo's avatar
    RanHo
    Icon for Helper V rankHelper V
    4 years ago

    amitchandak Sir can you clearly elaborate or can you provide a sample data or pbix? I'm a little bit confused. Thanks