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kingchad5's avatar
kingchad5
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9 years ago
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TOTALYTD Returning BLANK

I am having some trouble with a simple TOTALYTD formula.  I am trying to count the total projects YTD.  My table has a relation from the Submitted date of the project and a Date table.  I have tried most of the other examples from the forum with no luck.  

 


Proposals YTD = COUNT('Professional Services Quotes'[Project Name])

     Returns the total count of all projects


Proposals YTD = TOTALYTD(COUNT('Professional Services Quotes'[Project Name]),Dates[Date].[Date])

     Returns BLANK


Proposals YTD = TOTALYTD(COUNT('Professional Services Quotes'[Project Name]),Dates[Date].[Date], filter('Professional Services Quotes','Professional Services Quotes'[Submitted Date] < NOW()))

     Returns BLANK

 

I am also trying to do a comparison to Last Year to date with no luck as well.  I am guessing the fix for the YTD will solve my problem with the YTD LY calculation.  If anyone has any ideas it would greatly appriciate it.

 

Thanks 

  • kingchad5

     

    With the TOTALYTD or DATESYTD functions, year-to-date is defined relative to the maximum value of Dates[Date] in the filter context.

     

    If the maximum value of Dates[Date] is in 2025 and you haven't applied any Date filters,  and your 'Professional Services Quotes' table doesn't extend to 2025, then TOTALYTD changes the filter on Dates[Date] to the range 1/1/2025-31/12/2025 (assuming you have the complete 2025 calendar year in Dates), which would give you a BLANK result.

     

    Normally these functions are used in the context of days or months within a single year, and will return a YTD value within that year.

11 Replies

  • Sean's avatar
    Sean
    Icon for Community Champion rankCommunity Champion

    Since you have a Date/Calendar table - DO NOT use the .[Date] notation - reference only Dates[Date] :smileyhappy:

    • kingchad5's avatar
      kingchad5
      Icon for Helper I rankHelper I

      I get the same result, BLANK.  Could it have anything to do with the formatting of the columns?

       

      Proposals2 YTD = TOTALYTD(COUNT('Professional Services Quotes'[Project Name]),'Dates'[Date]) 

      • kingchad5's avatar
        kingchad5
        Icon for Helper I rankHelper I

         

        Also, when I add a Year Slicer and select 2017 I get results.