Forum Discussion

Icon for Responsive Resident rank

Responsive Resident

2 years ago

Solved

YTD not working as expected

Hi All,

My YTD calculation is not working. I have a Date table which is linked with TimePhasedBudget via the Date field TimePhasedPeriod.

Filter selection is : Year 2024, MonthName = May,June and Jul. Project ID - ACC999-999 and CBS =

My

YTD Current Budget =

CALCULATE(SUM(TimePhasedBudget[Cost]), DATESYTD('Date'[Date],"6/30"))

The YTD should only pick up dates from (Jul 2023 to June 2024).

Output

Thennarasu_R
2 years ago
Hi ashmitp869

You have selected the multiple-month in date slicers.How you want to calculate YTD only for selection value should come or from year of staring to selection of month . can you share briefly yur requirement.

Thanks,
Thennarasu R

5 Replies

Thennarasu_R
Responsive Resident
2 years ago
Hi ashmitp869

You have selected the multiple-month in date slicers.How you want to calculate YTD only for selection value should come or from year of staring to selection of month . can you share briefly yur requirement.

Thanks,
Thennarasu R
- ashmitp869
  Responsive Resident
  2 years ago
  Hi Thennarasu,
  
  My requirement is even there is multiple selection of MonthName = June , July and other selection like this.
  
  The YTD calulation should give SUM from (Jul 2023 to June 2024).
  
  This isn't working
  YTD Current Budget =
  CALCULATE(SUM(TimePhasedBudget[Cost]), DATESYTD('Date'[Date],"6/30"))
  - Ashish_Mathur
    Super User
    2 years ago
    Hi,
    
    I second what Thennarasu is saying. Why are you selecting multiple months when you want to calculate YTD?
miTutorials
Super User
2 years ago
Can you try the below measure.. Replace the fields accordingly.

Sales YTD = TOTALYTD(SUM('Orders'[Sales]), 'Orders'[Order Date].[Date])