Revenue Year to Date

[Anonymous]

Hello!  I am having difficulty making a dax formula to create a revenue year to date.  Attached is the code that I have and tables that I have as well.  Thanks in advance! 

Dax:

Revenue YTD =

TOTALYTD([Revenue], 'public view_transactions'[date].[Date])

Revenue = sum('public view_transactions'[line_amount])

Tables[columns]:

transactions [date, line_amount]

[Anonymous · Accepted solution]

Revenue YTD =

TOTALYTD([Revenue], 'public view_transactions'[Date])

This code seems to be working

[Anonymous]

I had this working about a week ago, but it just recently stopped working. I have a column in a table already that's joined properly that has date in it.  I shouldn't have to create ANOTHER date table.  

Revenue = sum('public view_transactions'[line_amount])

Revenue YTD =

TOTALYTD([Revenue], 'public view_transactions'[date].[Date])

[Anonymous]

So it's coming in and not giving me an error, it's just blank.  But I have about 2 million lines of data in my report.

[v-lionel-msft]

Hi @Anonymous ,

You should create a calendar table first.

Please refer to my .pbix file.

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous , do not use [Date].Date, In case your date have timestamp, create a new date

New Date = [Date].date
or
New Date = date(year([Date]),month([Date]),day([Date]))

Then join this date with date table and use time intelligence

TOTALYTD([Revenue], 'Date'[Date])

Refer to my Video, Why TI Fails : https://youtu.be/OBf0rjpp5Hw

[Anonymous]

It's not letting me create a measure of a new column in the table for that.  I even changed the query to be date instead of a date with a timestamp.