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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.