Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.
Register now!The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more
Hi everyone,
I've struggled with this problem for few days already and would be glad if someone can help me out :).
I'm working a dataset without a standard date column (as you can see in the photo) and i would like to achieve YTD sales in the third column. (i know that i can create a date table and map that one with this table, i've tried that but still the already available YTD dax function didnt work)
Thanks
Solved! Go to Solution.
YTD Measure :=
CALCULATE (
SUM ( Table[Sales] ),
FILTER (
ALL ( Table[Yearmonth] ),
Table[Yearmonth] <= MAX ( Table[Yearmonth] )
)
)But if measure needs to cross "Years", you'll need a separate column for Year and add to filter statement.
Or do like suggested and convert your Yearmonth column to a date, then use time intelligence.
YTD Measure :=
CALCULATE (
SUM ( Table[Sales] ),
FILTER (
ALL ( Table[Yearmonth] ),
Table[Yearmonth] <= MAX ( Table[Yearmonth] )
)
)But if measure needs to cross "Years", you'll need a separate column for Year and add to filter statement.
Or do like suggested and convert your Yearmonth column to a date, then use time intelligence.
Apparently, i now fully understand what you said ealier :). I'd like to add year into my filter too so i could calculate cross year. However, none of those dax i've tried work. Could you help?
Thanks! I've tried your method and it worked like a charm in my sample data but somehow acted weird in my real dataset. I'm looking deeper into this, but i think this is the way to go.
Have you tried using LEFT() and RIGHT() combined with DATE() to make a date out of the yearmonth field? This should then enable you to use the regular time intelligence functions.
Check out the November 2025 Power BI update to learn about new features.
Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!
| User | Count |
|---|---|
| 58 | |
| 45 | |
| 42 | |
| 20 | |
| 18 |
| User | Count |
|---|---|
| 172 | |
| 110 | |
| 91 | |
| 55 | |
| 45 |