This is best Fabric, Power BI, SQL and AI community event. How do we know? The last event sold out! Save €200 with code FABCMTY200.
Register nowA new Data Days event is coming soon! This time we’re going bigger than ever. Fabric, Power BI, SQL, AI and more. Don't miss out.
Hi everyone, I have a three column Matrix which is filtered by month. For one of them as supposed to having it calculate further by broken month I want to keep those values as YTD. How can I do this using Dax or some other method.
Thanks in advance.
Solved! Go to Solution.
Just wanted to provide a solution to my own post!
There is a built in Total YTD Function that I used. Works like a charm for anyone trying to do something similar
Just wanted to provide a solution to my own post!
There is a built in Total YTD Function that I used. Works like a charm for anyone trying to do something similar
Hi @Anonymous ,
For YTD you could create separate measure as well.
Assuming you have Date column and have more than current year's data, without date dimension table.
Try this:
Measure =
CALCULATE (
SUM ( Table[Value] ),
FILTER (
ALL ( Table ),
YEAR ( Table[Date] )
= YEAR ( TODAY () )
)
)
Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@Anonymous ,The information you have provided is not making the problem clear to me. Can you please explain with an example.
for Ytd you can use time intelligence with date table
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...
Appreciate your Kudos.
Appreciate your Kudos.
@Anonymous - Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
That being said, if I understand what you are asking, it probably involves ALL or ALLEXCEPT.
Check out the May 2026 Power BI update to learn about new features.
Sign up to receive a private message when registration opens and key events begin.
If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.
| User | Count |
|---|---|
| 31 | |
| 26 | |
| 23 | |
| 22 | |
| 13 |
| User | Count |
|---|---|
| 61 | |
| 47 | |
| 27 | |
| 23 | |
| 18 |