Forum Discussion
PowerBi Desktop YTD Filter
Hi MRstwb ,
As far as I know, Dax doesn't support us to calculate the loop. Here I suggest you to try Power Query to calculate the loop.
Here are some offical blogs and solved post, I hope they could help you solve your problem.
For reference:
Power Query - Loop calculating
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
MRstwb , YTD sales
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
YTD budget
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE(calculate([budget], dateadd('Date'[Date],1,Month)) ,DATESBETWEEN('Date'[Date],_min,_max))
assume net/sales and budget is measure
Hi amitchandak,
thank's for your quick respone.
But it seems that this gets me the same output and Powerbi does not aggregate the previous months.
The YTD value shows me only 10.000€, but it should be in total 20.000€
January: 5.000€
February: 5.000€ from January
March: 5.000€ from January plus 5.000€ from March.
| new acquired Opportunities | Opportunities YTD | PowerBi YTD | |
| January | 5.000,00 € | 5.000,00 € | 5.000,00 € |
| February | - € | 5.000,00 € | 5.000,00 € |
| March | 5.000,00 € | 20.000,00 € | 10.000,00 € |
Don't know if YTD is the right measure. I think it should be a calculating sum for each month which works as a loop.
Thank you in advance.
Best
MRstwb
Hi MRstwb ,
As far as I know, Dax doesn't support us to calculate the loop. Here I suggest you to try Power Query to calculate the loop.
Here are some offical blogs and solved post, I hope they could help you solve your problem.
For reference:
Power Query - Loop calculating
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.