YTD line chart

Hi mbegg

I would suggest creating a YTD measure where you use a Date Table also. This will ensure that you can then get the right values for your measures.

YTD = TOTALYTD(sum('TableName'[ColumnName]),'Date'[Calendar Date],ALL('Date'),"06/30")

And here is a blog post around why you need a date table and how to create one.

Do you need a Date Dimension

Hi mbegg,

As GilbertQ mentioned above, an individual Calendar table is needed in this case. You can use CALENDARAUTO function to create it, and then create a relationship between your fact table and this Date table with the date column.

Date = CALENDARAUTO()

And the formula below is for the new YTD measure using Date[Date] column.

Value_YTD_Fis = 
IF(
	ISFILTERED('Date'[Date]),
	ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy"),
	TOTALYTD(SUM('Sheet1'[Value]), 'Date'[Date],"30/6")
)

Here is the modified pbix file for your reference. :smileyhappy:

Regards