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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

YTD Calculation not working

Hi, 

I am starting to learn Power BI and i am stuck while doing YTD calculation. 

 

I linked 2 tables. Table 1: Customer name, Ordered Date, Revenue

Table 2: Created a DIM Table 

NEW DIMTABLE = CALENDAR(DATE(2018,1,1),DATE(2019,12,31))
 
I linked these 2 tables using many to 1 relationship. When I do the YTD revenue it is gicing me the SUM amount, not the YTD revenue. Can you please help?
 
 
Need Help
  • TomMartens's avatar
    TomMartens
    7 years ago

    Hey,

     

    this seems odd ...

    Here you will find a sample pbix file

     

    The Revenue YTD measure looks like yours:

    Revenue YTD = 
TOTALYTD(SUM('Fact'[Revenue]),'Calendar'[Date])

    Please check your relationships, the relationships look like this:

    And my sample data looks like this:

     

    Hopefully this proivides you with the necessary hint.

     

    Regards,

    Tom

     

     

     

     

3 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi Tom, 

       

      Thanks for the fast reply. 

       

      YTD Revenue = TOTALYTD(sum(Data[Revenue]),'NEW DIMTABLE'[Date])
       
      • TomMartens's avatar
        TomMartens
        Super User
        7 years ago

        Hey,

         

        this seems odd ...

        Here you will find a sample pbix file

         

        The Revenue YTD measure looks like yours:

        Revenue YTD = 
TOTALYTD(SUM('Fact'[Revenue]),'Calendar'[Date])

        Please check your relationships, the relationships look like this:

        And my sample data looks like this:

         

        Hopefully this proivides you with the necessary hint.

         

        Regards,

        Tom