Forum Discussion

petermb72's avatar
petermb72
Icon for Helper IV rankHelper IV
6 years ago

TotalYTD is returning Monthly total

Facts:  We run on a Fiscal Year October 1 to September 30.  I have a date table that has a date for every day that goes from 10/1/2014 to 9/30/2030.   I have a calculated Montly total The main t...
Need Help
petermb72's avatar
petermb72
Icon for Helper IV rankHelper IV
6 years ago

I used the following formula:

 

Total YTD3 = TOTALYTD(SUM(AccountSummary[Total]),Dates[Date],ALL(Dates),"9/30")
 
It returned the monthly total for each month of the year, not the YTD.  date table
v-lid-msft's avatar
v-lid-msft
Icon for Community Support rankCommunity Support
6 years ago

Hi petermb72 ,

 

We can try to create a measure use following formula to meet your requirement:

 

Total YTD 4 =
VAR y =
    YEAR ( MAX ( 'AccountSummary'[Date] ) )
RETURN
    CALCULATE (
        SUM ( 'AccountSummary'[Total] ),
        FILTER (
            ALLSELECTED ( 'AccountSummary' ),
            [Date]
                >= DATE ( y - 1, 10, 1 )
                && [Date] <= DATE ( y, 9, 30 )
        )
    )

 


If it doesn't meet your requirement, kindly share your sample data and expected result to me if you don't have any Confidential Information. Please upload your files to One Drive and share the link here.


Best regards,