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Anonymous
Not applicable

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?
 
 
1 ACCEPTED SOLUTION

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:

image.png

And my sample data looks like this:

image.png

 

Hopefully this proivides you with the necessary hint.

 

Regards,

Tom

 

 

 

 



Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany

View solution in original post

3 REPLIES 3
TomMartens
Super User
Super User

Hey,

 

please provide the exact formula of your YTD calculation.

 

Besides that, maybe you want to have a look at this site: https://www.daxpatterns.com/time-patterns/

 

Regards,

Tom



Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany
Anonymous
Not applicable

Hi Tom, 

 

Thanks for the fast reply. 

 

YTD Revenue = TOTALYTD(sum(Data[Revenue]),'NEW DIMTABLE'[Date])
 

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:

image.png

And my sample data looks like this:

image.png

 

Hopefully this proivides you with the necessary hint.

 

Regards,

Tom

 

 

 

 



Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany

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