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wagadd's avatar
wagadd
Frequent Visitor
3 years ago
Solved

Totalytd not working

YTD value = TOTALYTD(SUM('Du P&L'[ Value ]),'Du P&L'[Date].[Date])

 

Dears , please help undertanding why the ytd is not working

Need Help
  • wagadd's avatar
    wagadd
    3 years ago

    thanks , i got this solution from Chat gpt : 

    YTD Value =
        VAR CurrentYearQuarter = Sheet2[Year] & "-" & Sheet2[Quarter]
        RETURN
            CALCULATE(
                SUM(Sheet2[Value]),
                FILTER(
                    ALL(Sheet2),
                    Sheet2[Dashboard] = EARLIER(Sheet2[Dashboard]) &&
                    Sheet2[Type] = EARLIER(Sheet2[Type]) &&
                    Sheet2[Year] = EARLIER(Sheet2[Year]) &&
                    Sheet2[Year] & "-" & Sheet2[Quarter] <= CurrentYearQuarter &&
                    Sheet2[Scenario] = EARLIER(Sheet2[Scenario]) &&
                    Sheet2[Order] = EARLIER(Sheet2[Order])
                )
            )

2 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Icon for Super User rankSuper User
    3 years ago

    Hi,

    Please check the below picture and the attached pbix file.

    If your desired outcome is to create a calculated column, the approach has to be different than creating a measure.

     

     

     

    YTD value CC =
CALCULATE (
    SUM ( 'Du P&L'[Value] ),
    WINDOW (
        1,
        ABS,
        0,
        REL,
        SUMMARIZE (
            ALL ( 'Du P&L' ),
            'Du P&L'[Dashboard],
            'Du P&L'[Type],
            'Du P&L'[Year],
            'Du P&L'[Quarter],
            'Du P&L'[Year-Quarter],
            'Du P&L'[Date],
            'Du P&L'[Scenario],
            'Du P&L'[Order],
            'Du P&L'[Value],
            'Du P&L'[Value absolute]
        ),
        ORDERBY ( 'Du P&L'[Date], ASC ),
        KEEP,
        PARTITIONBY ( 'Du P&L'[Year] )
    )
)

     

  • wagadd's avatar
    wagadd
    Frequent Visitor
    3 years ago

    thanks , i got this solution from Chat gpt : 

    YTD Value =
        VAR CurrentYearQuarter = Sheet2[Year] & "-" & Sheet2[Quarter]
        RETURN
            CALCULATE(
                SUM(Sheet2[Value]),
                FILTER(
                    ALL(Sheet2),
                    Sheet2[Dashboard] = EARLIER(Sheet2[Dashboard]) &&
                    Sheet2[Type] = EARLIER(Sheet2[Type]) &&
                    Sheet2[Year] = EARLIER(Sheet2[Year]) &&
                    Sheet2[Year] & "-" & Sheet2[Quarter] <= CurrentYearQuarter &&
                    Sheet2[Scenario] = EARLIER(Sheet2[Scenario]) &&
                    Sheet2[Order] = EARLIER(Sheet2[Order])
                )
            )