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bw70316
Helper V
Helper V

Yearly Cumulative Fiscal Year Total (7/1-6/30)

I am trying to calculate the number of sales that occurred during a specific date range 7/1-6/30

 

I tried a TOTALYTD, but that didn't work. I have a Calendar Table that is connected to my Totals Table via a Date for each month. So each entry for July/18 is 7/30/18 to makr when the entry was made into the database.  However, I have original sales dates that I would like to use for my measure. Here was the TOTALYTD I tried that failed and a pic of my model :

 

 

Total Children YTD = CALCULATE(TOTALYTD(SUM('Totals'[Sales]), 'Totals'[Date of Sale], "7/1"))date.png
 
 
2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

From the Calendar Table, either drag the Year and Month column to your visual or create 2 slicers and select any one Year and Month.  Then write these measures:

Total sales = SUM('Totals'[Sales])

Total sales YTD = CALCULATE([Total Sales],DATESYTD(Calendar[Date],"30/6"))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ZachPLPI
Frequent Visitor

YTD is only going to give you 2019. Have you tried using a date slicer? The slicer is the visualization in the bottom left corner next to the Matrix. 

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