Forum Discussion
Why my YTD expression return monthly value = 3 ?
- 6 years ago
Anonymous , If you need a column
sumx(filter('Table',[Date]<= earlier([DATE]) && year([Date]) = year(earlier([DATE]))),'Table'[Amount])
in case you need have measure, use time imtelligence with date table
YTD Sales = CALCULATE(SUM('Table'[Amount]),DATESYTD('Date'[Date],"12/31"))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
Anonymous , If you need a column
sumx(filter('Table',[Date]<= earlier([DATE]) && year([Date]) = year(earlier([DATE]))),'Table'[Amount])
in case you need have measure, use time imtelligence with date table
YTD Sales = CALCULATE(SUM('Table'[Amount]),DATESYTD('Date'[Date],"12/31"))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
Hi Amit
Thank you for sharing with me your webinar , it is very helpful . i have download the example and it is very useful.
Paul