YTD Quarterly Contribution

[thx1137]

Good day,

Need to come up with a calculation for a YTD Quarterly Sales Contribution by Quarter.

I've accomplished the Quarterly Sales Contribution by Quarter by creating a calculated table, and creating a measure that does a LOOKUPVALUE against that table to get the Sales aggregated to a year, then divides that value by the quarterly value in the main table.

Now I want to be able to show the YTD of those quarterly contributions.  For example, if Q1-2020 was 10% and Q2-2020 was 15% and Q3-2020 was 20% the YTD that I want to show in Q1-2020 would be 10%, Q2-2020 would be 25%, and Q3-2020 would be 45%.

I have another working YTD type calculation on a different table (with an active relationship to a well-formed Date Table declared as a date table) that looks like this and it works fine (we have a 4/1 fiscal start)

YTD Measure = TOTALYTD(Sales, Dates[Date], "3/31")

For this new YTD measure, the table it is based on has an inactive relationship with that same well-formed Date Table, so I have this formula:

CALCULATE(

     TOTALYTD(

          Revenue, Dates[Date],"3/31"

     ), USERELATIONSHIP(RevenueTable[Date],Dates[Date])

)

...but this calculation returns blank values.  Any thoughts?

[Anonymous · Accepted solution]

Hi, @thx1137 

Based on your information, I create a sample table:

Then create a new measure and try the following DAX expression:

YTD_Quarterly_Contribution = 
CALCULATE(
    SUMX(
        FILTER(
            ALL('Table'),
            'Table'[Date] <= MAX('Table'[Date])
        ),
        'Table'[Quarterly Contribution]
    )
)

Here is my preview:

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Best Regards

Yongkang Hua

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Wilson_]

Can you please share a sample pbix file? (If you don't know how, please check the pinned thread in the forum.) It would make debugging your issue easier. 🙂

[DataNinja777]

Hi @thx1137 ,

This may not be the reason of your formula not working, but your formula above is missing square brackets for Revenue measure which I usually expect to see.  

Best regards,