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Rachel_123's avatar
Rachel_123
Icon for Helper I rankHelper I
3 years ago

YTD Budget

Hi,

I am trying to calculate a YTD for a Budget that has values until end of year, but I want only to show me YTD up to where there's values for Actuals, for instance in the table below there are values for actuals up to March, so I need my budget YTD to be the sum of Jan to March. I tried many things but I keep getting circular dependency. I was able to create a measure to get the max date for actuals (3/22/2023), but can't use it to limit the YTD of budgets to that date. Any help will be appreciated!

 

 

Need Help

2 Replies

  • Thennarasu_R's avatar
    Thennarasu_R
    Icon for Responsive Resident rankResponsive Resident
    3 years ago

    Rachel_123 

    easily you could Use TOTALYTD Function

    Measure=TOTALYTD([Value Measure],Date Column)

    If I have given to your qus Please give Kudos and Accepted a Solution

    Thanks,
    Thennarasu

    • Rachel_123's avatar
      Rachel_123
      Icon for Helper I rankHelper I
      3 years ago

      This doesn't work because it gives me YTD up to december since budget rows have values in december