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Dn_wemn
Helper II
Helper II

Total of Sales value from Start of year until actual day per Year

Hi, 

sorry if this is reposted, my last post was somehow marked as spam.

I'd like to display the total values of Sales for each year from start of year until actual day (today), assuming actual day is 12th February.

In this example, for 2023 only sum up the values until 01.02.2023 (latest date) -> Total is 1249 (233 + 563 + 453)

For 2024 -> Total is 1661 (768 + 547 + 346)

Dn_wemn_0-1707772886555.png

 

If required, I've already created a Date table and a relationship between Date and Sales table.

 

DATESYTD and TOTALYTD have not worked for what I want.

Thank you for your help.

1 ACCEPTED SOLUTION
Dn_wemn
Helper II
Helper II

Hi thanks for your suggestions. 

I have solved this with:

Sales YTD til today =
var _max = format(today(),"MMDD")
return
calculate(Sum(TableData[Sales]),DATESYTD('Date'[Date]),format('Date'[Date],"MMDD")<=_max)

View solution in original post

3 REPLIES 3
Dn_wemn
Helper II
Helper II

Hi thanks for your suggestions. 

I have solved this with:

Sales YTD til today =
var _max = format(today(),"MMDD")
return
calculate(Sum(TableData[Sales]),DATESYTD('Date'[Date]),format('Date'[Date],"MMDD")<=_max)
Ashish_Mathur
Super User
Super User

Hi,

Create a slicer and drag Year from the Calendar Table.  Select 2024 in the slicer.  Try this

Sales = calculate(sum(Data[Sale]),datesbetween(calendar[date],min(calendar[date]),today()))

Sale LY = calculate([sales],sameperiodlastyear(calendar[date]))


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
lbendlin
Super User
Super User

You usually take your current year's filter and then apply SAMEPERIODLASTYEAR to it.

 

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