Forum Discussion
YTD Revenue Calculation
Hi everyone,
I'm trying to create a measure in my report that calculates YTD Revenue but somehow I can't get it to do what I'm looking for. I have data ranging from Jan 2016 to Apr 2017. My measure is not giving me the correct numbers.
YTD Revenue = TOTALYTD([Total Sales],'Calendar'[Date])
Hi espinozan,
It seems that it's something wrong with the report. The "year" context should always be there with function "TOTALYTD". Have a look at the example in the picture. The "TotalYTD" will accumulate in one year (2007). And it will start from 0 in the next year.
You have data of two years. So the result will be wrong if there is only a month context. Please try to create a report as the picture showed.
Best Regards!
Dale
4 Replies
Hi espinozan,
It seems that it's something wrong with the report. The "year" context should always be there with function "TOTALYTD". Have a look at the example in the picture. The "TotalYTD" will accumulate in one year (2007). And it will start from 0 in the next year.
You have data of two years. So the result will be wrong if there is only a month context. Please try to create a report as the picture showed.
Best Regards!
Dale
Thanks v-jiascu-msft,
This helps alot, thank you. But is there to do a continuing YTD? Meaning it gives me a running sum for 12 months prior to today's date.
Hi espinozan,
Yes, YTD is continuing for 12 months. The third parameter decides the end of the 12 months. Have a look at this formula. It starts from "07-25" to "07-24" of the next year. (but we can't use today())
TotalYTD = TOTALYTD ( SUMX ( Sales, Sales[Quantity] * Sales[Unit Price] ), 'Date'[Date], "07-24" )Best Regards!
Dale
