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kingchad5's avatar
kingchad5
Helper I
9 years ago
Solved

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 ...
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  • OwenAuger's avatar
    OwenAuger
    9 years ago

    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.

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi, Ive filtered date in the formula, but it still returns BLANK. Do you know why?

YTD $ = TOTALYTD([Fixed Budget $], DateTable[Dates], DATESBETWEEN(Horizon[Date], MIN(Horizon[Date]), MAX(Horizon[Date])))
Expression 'Fixed Budget $' = SUM(Horizon[Fixed Budget USD])
OwenAuger's avatar
OwenAuger
Super User
4 years ago

Anonymous Just saw your reply to this post 

Not sure if you have solved already.

 

The problem with your measure is that you are applying two different date filters (on different columns as well), which might have no intersection, resulting in a blank result for the measure.

 

Your original measure

YTD $ =
TOTALYTD (
    [Fixed Budget $],
    DateTable[Dates],
    DATESBETWEEN ( Horizon[Date], MIN ( Horizon[Date] ), MAX ( Horizon[Date] ) )
)

translates to

YTD $ =
CALCULATE (
    [Fixed Budget $],
    DATESYTD ( DateTable[Dates] ),
    DATESBETWEEN ( Horizon[Date], MIN ( Horizon[Date] ), MAX ( Horizon[Date] ) )
)

 (see https://dax.guide/totalytd/)

 

Could you describe the date filter that you are wanting to produce? Also, did you intend to filter both DatesTable[Dates] and Horizon[Date]?

 

Regards,

Owen