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Show year to dates figures monthly
Hi Experts,
I have two tables with Date and Sales. And these two tables are connected by Date[Date] and Sales[invoice_date]. Sales table has sales values by date.
Now I need to get a measure with YTD sales. That is, cumlative sales by year. My year starts on January.
I added a basic measure like this:
YTD sales = TOTALYTD(SUM('Sales'[NET_AMOUNT]),Date[DATE])
Although this gives correct values by date, when I remove the date and add month (from Date table), values become blank. Can you please help me to show YTD figures by month.
Solved! Go to Solution.
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Hi,
Your measure is correct. Just ensure that the Month field in the visual is dragged from the (seperate column that you have created in) Date Table.
Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
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Hi,
Your measure is correct. Just ensure that the Month field in the visual is dragged from the (seperate column that you have created in) Date Table.
Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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Hi @cho ,
It seems that MEASURE could not find the corresponding date.
Please check the relationship between the tables.
You can use the month in the date hierarchy.
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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .
Best Regards
Community Support Team _ Rongtie
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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