Forum Discussion
Year to Date split by Period
OK. That's why TOTALYTD is not working.
Try this then:
CALCULATE([Period],FILTER(ALL(Fact),Fact[Date]<=MAX(Fact[Date]) && Fact[Year]=MAX(Fact[Year]))
Michael
Try YTD = TOTALYTD([Period],CalendarTable[Date])
Where [Period] is your usual "SUM" measure
This gives me the same values in my YTD measure as in my Period measure when I make the matrix table, with Period in columns, Company Name in rows, and Sales (Period) and Sales (YTD) (measures) in Values
1. Make sure you put a Period column from your Calendar table on columns
2. Make sure you defined a relationship between Calendar Table and Fact table
3. If this doesn't work - send me a link to your .pbix file I'll take a look
Michael
I haven't had to use the calendar table in the end. I have a date column in my Sales table which aligns to the period i.e. 201601 = 01-01-2016. SO I don't actually use the calendar table at all. Only Sales (for prd), Sales (YTD), Date and CompanyName. When I put Date on columns it only shows me the years, nothing more granular
OK. That's why TOTALYTD is not working.
Try this then:
CALCULATE([Period],FILTER(ALL(Fact),Fact[Date]<=MAX(Fact[Date]) && Fact[Year]=MAX(Fact[Year]))
Michael