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lnjwilliamson86's avatar
lnjwilliamson86
Frequent Visitor
8 years ago
Solved

YTD Function Help

Hi, 

 

I am trying to perform a simple TOTALYTD function and have used to add up the number of applications recevied in a fiscal year. 

I added a column with the formula :

 

FYTD Leak Remission Applications Approved = TOTALYTD(SUM(Datasheet[1. Leak remission applications approved]),'Date'[Date],"06/30")

 

The date comes from a date table that i have added and populated useding the CALENDARAUTO function.

 

The forumla is not returning the cummulative total and is returing the individual values. Ultimately I want to graph the YTD on a line graph

 

I am wondering what I am missing as I have searched arounf the forums and it appears Im implemeting the formula correctly. 

 

Thanks. 

  • Hi,

     

    Ensure that the date you drag from into your visual is from the Date Table.  Also does this work?

     

    =CALCULATE(SUM(Datasheet[1. Leak remission applications approved]),DATESYTD('Date'[Date],"6/30"))

    Does it work if you change the input to "30/6"?

  • Phil_Seamark's avatar
    Phil_Seamark
    8 years ago

    did you try Ashish_Mathur suggestion about making sure you use the date field from your date table on the axis of your visual?

5 Replies

  • Hi,

     

    Ensure that the date you drag from into your visual is from the Date Table.  Also does this work?

     

    =CALCULATE(SUM(Datasheet[1. Leak remission applications approved]),DATESYTD('Date'[Date],"6/30"))

    Does it work if you change the input to "30/6"?

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Hi lnjwilliamson86

     

    Your code works fine for me.  Have you created it as a calculated measure and do you have a relationship between your Datasheet table and your Date table?

     

    • lnjwilliamson86's avatar
      lnjwilliamson86
      Frequent Visitor

      Hi Phil_Seamark

       

      Thank you for replying so quickly!

       

      I have a many to one with a single cross filter direction relationship between my datasheet table and date table.

       

      I created it as a new column and i halso tried as a new meaure and neither seems to be working.

      • Phil_Seamark's avatar
        Phil_Seamark
        Microsoft Employee

        did you try Ashish_Mathur suggestion about making sure you use the date field from your date table on the axis of your visual?