YTD for different date format without Date column

Hi Anonymous 

I would use a date equivalent of the date mix key (date for daily and end of month of monthly) and run the ytd calculation using that column. Example:

YTD Value =
CALCULATE (
    [value],
    FILTER (
        ALLEXCEPT ( datesdim, datesdim[mix type] ),
        datesdim[date equivalent] <= MAX ( datesdim[date] )
            && datesdim[year] = MAX ( datesdim[year] )
    )
)

If this doesn't work, please provide a workable sample data (not an image), your expected result from the same sample data and your reasoning behind. You may post a link to Excel or a sanitized copy of your PBIX stored in the cloud.

Hi Anonymous ,

Assuming your relationship:- fact_general_actual[mix_date_key] → dim_bridge_date[mix_date_key]
Make sure you have actual date field in dim_bridge_date

Create a measure for YTD:- 
Actual YTD =
VAR CurrentYear = SELECTEDVALUE(dim_bridge_date[year])
VAR CurrentDate = MAX(dim_bridge_date[Date])
RETURN
CALCULATE(
SUM(fact_general_actual[value]),
FILTER(
ALL(dim_bridge_date),
dim_bridge_date[year] = CurrentYear &&
dim_bridge_date[Date] <= CurrentDate
)
)

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