Power BI YTD Sales Calculation Issue with Appended Data Sources

Hi it_kwwk 

Thank you for reaching out to the Microsoft Fabric Community Forum.

To ensure accurate YTD calculations across all data sources regardless of date presence, implement a separate Date Table and use it to control the filters and time intelligence functions.

1. Create a calculated table with a full range of dates covering both sources:

     DateTable =

     ADDCOLUMNS (

    CALENDAR (DATE(2024, 1, 1), DATE(2025, 12, 31)),

    "Year", YEAR([Date]),

    "Month", FORMAT([Date], "MMMM"),

    "MonthNumber", MONTH([Date]),

    "YearMonth", FORMAT([Date], "YYYY-MM")

     )

2. Mark as Date Table using the [Date] column.

3. Create Relationship between DateTable[Date] to AppendedTable[Date].

4. Update Slicers by using Year and Month from the Date Table, not from the appended data.
5. Create YTD Sales Measure by using the below DAX
 

     CurrentYTD_Sales =

     TOTALYTD(

    SUM(AppendedSales[SalesAmount]),

    DateTable[Date]

     )

6. Use this measure in your matrix or visuals. It will now calculate YTD correctly, even when data is missing for a specific month in one source.

I have attached the PBIX file for you reference . Please go through it .

If my response has resolved your query, please mark it as the Accepted Solution to assist others. Additionally, a 'Kudos' would be appreciated if you found my response helpful.

Additionally, thank you Ritaf1983 for your quick response.

Thank You