Forum Discussion
YTD Calculation without Date table
- Anonymous2 years ago
Hi VMP ,
Thanks for the reply from aduguid / Greg_Deckler .
Create a calculated column in each of the two tables, convert the text format Period to an integer format Period for easy comparison.
Period Num = VALUE(LEFT('Inventory'[Period], 4)) * 100 + VALUE(RIGHT('Inventory'[Period], 2)) Period No = VALUE(LEFT('Period A'[Period], 4)) * 100 + VALUE(RIGHT('Period A'[Period], 2))The two tables need to be disconnected.
Create a measure to calculate YTD:
Cost YTD = VAR SelectedNo = SELECTEDVALUE('Period A'[Period No]) RETURN CALCULATE( SUM(Inventory[Total Cost]), FILTER( ALL('Inventory'[Period Num]), 'Inventory'[Period Num] <= SelectedNo ) )The final page visual effect is as shown below:
If you have any other questions please feel free to contact me.
The pbix file is attached.
Best Regards,
Yang
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
I'd create a new column with a formatted period number, as in "202401". You can do that in Power Query by duplicating the column and then replacing the string "-P" to "". Then update your filters to use the new period number column.