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 have also applied the same formula with "date" column present in a separate file. Still the same result.

 

The function datesytd with last date being mentioned within quotes <"6/30"> is also not working.

Need Help

24 Replies

  • 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