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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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TotalYTD in a Matrix

Hi y'all,   I am having difficulty getting totalYTD to work in my matrix. I currently have sales data between 2018 to May 3rd 2021. My goal is for totalYTD to forecast for the rest of the year and ...
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  • v-kelly-msft's avatar
    v-kelly-msft
    5 years ago

    Hi  Anonymous,

     

    The hierarchy should be in your original table rather than the calendar table,check my sample below:(remember to create a relationship between the 2 tables)

     

    Check my .pbix file attached.

     

    Best Regards,
    Kelly

    Did I answer your question? Mark my post as a solution!

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Thank you for the reply!

 

I created the calendar table, but I am still having the same issue as before where it just repeats the last sales data from May 3rd 2021. I want to be able to drill down through a date hierarchy. In the dax code what would that look like as I am unsure of how to link it to a hierarchy within the calendar table. I have the calendar hierarchy broken down between 'CalendarYear' 'CalendarQuarter' 'CalendarMonth' 'CalendarDate'.

 

The DAX I am currently using is as follows:

 

Year to Date = TOTALYTD(SUM('Sales Data'[Net Sales]),'Calendar Table'[CalendarDate])

 

Thanks again!

 

v-kelly-msft's avatar
v-kelly-msft
Community Support
5 years ago

Hi  Anonymous,

 

The hierarchy should be in your original table rather than the calendar table,check my sample below:(remember to create a relationship between the 2 tables)

 

Check my .pbix file attached.

 

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!