Forum Discussion

Atif's avatar
Atif
Resolver I
8 years ago

YTD Revenue Calculation

I have tried the follwoing formula for my YTD Revenue calculation (Fiscal Year based), but I am not getting the running total.   YTD Revenue = TOTALYTD(SUM(Sheet1[Revenue]), 'Sheet1'[Date])   I h...
Need Help
RolandsP's avatar
RolandsP
Resolver IV
8 years ago

Have you created Date table and established correct relationship with the Fact table

Atif's avatar
Atif
Resolver I
8 years ago

Yes, I have also tried it, but to no avail.

  • Interkoubess's avatar
    Interkoubess
    Solution Sage
    8 years ago

    Hi Atif,

     

    Could you please share dummy data or show how your data model.

    It is not the 'Sheet1'[Date]) but rather the calendar[Date] in the formulae:

    You can also try this following one:

    YTD Revenue = calculate(SUM(Sheet1[Revenue]), dateytd('calendar'[Date],"6/30"))

    Ninter

    • Atif's avatar
      Atif
      Resolver I
      8 years ago

      hi there Ninter Interkoubess

       

      The data is something like this in table 1

       

      StationBilling UnitRevenueDatePublicationPrimary
      KarachiDJK13,500,0007/1/17Jang72017
      KarachiDJK13,500,0008/1/17Jang82017
      KarachiDJK13,500,0009/1/17Jang92017
      KarachiDJK13,500,00010/1/17Jang102017
      KarachiDJK13,500,00011/1/17Jang112017
      KarachiDJK13,500,00012/1/17Jang122017
      KarachiDJK01/1/18Jang12018
      KarachiDJK02/1/18Jang22018
      KarachiDJK03/1/18Jang32018
      KarachiDJK04/1/18Jang42018
      KarachiDJK05/1/18Jang52018
      KarachiDJK06/1/18Jang62018
      KarachiTNK9,000,0007/1/17News72017
      KarachiTNK9,000,0008/1/17News82017
      KarachiTNK9,000,0009/1/17News92017
      KarachiTNK9,000,00010/1/17News102017
      KarachiTNK9,000,00011/1/17News112017
      KarachiTNK9,000,00012/1/17News122017
      KarachiTNK01/1/18News12018
      KarachiTNK02/1/18News22018
      KarachiTNK03/1/18News32018
      KarachiTNK04/1/18News42018
      KarachiTNK05/1/18News52018
      KarachiTNK06/1/18News62018

       

      Table 2

      PrimaryDate
      720117/1/11
      820118/1/11
      920119/1/11
      10201110/1/11
      11201111/1/11
      12201112/1/11
      120121/1/12
      220122/1/12
      320123/1/12
      420124/1/12
      520125/1/12
      620126/1/12
      720127/1/12
      820128/1/12
      920129/1/12
      10201210/1/12
      11201211/1/12
      12201212/1/12
      120131/1/13
      220132/1/13
      320133/1/13
      420134/1/13
      520135/1/13
      620136/1/13

       

      • Interkoubess's avatar
        Interkoubess
        Solution Sage
        8 years ago

        Hi Atif,

         

        Did you try the formulae I gave?

         

        Ninter