YTD calculation

[Anonymous]

How do I calculate the revenue YTD?

I used:

 YTD 2019 = calculate(sum('invoices'[Amount]);DATESYTD('invoices'[Posting_Date]))

But it does not work. I also want to use SamePeriodeLastYear for 2018.

posting dates en invoices are starting in 01/01/2018 until now.

[vanessafvg · Accepted solution]

@Anonymous  you need to have a date table for date functions, have you got a separate date table?

[Anonymous]

it still does not work. My date table is named date.

were do I need to put the link between both tables?

[vanessafvg]

@Anonymous  have you set up a relationship?

maybe this can help?  https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

[Anonymous]

I did set up a relationship between DATE and TABLE 

 both formulas do not work. I should be something simple but I can not find it...

[vanessafvg]

@Anonymous  when you say it does not work can you please give more information?  what are you getting? what are the data types of both of the dates you are linking on?  is there any chance you can share you file?

if not please share some extracts from your data so i can recreate the issue, you need to copy and paste the data not put images.

[Anonymous]

it just maks the sum of the whole year and not a year to date total.

I started over with only two table. Same result. I'll share it in a privat post.. no secrets in it 🙂