The formula for Revenue YTD in this module is giving monthly revenue, not total YTD.

Question

On the Time Intelligence page, the following formula is supplied for calculating YTD revenue:
Revenue YTD =

TOTALYTD([Revenue], 'Date'[Date], "6-30")
The image on the page shows the Revenue YTD column as the sum of the previous months in the fiscal year. However, the exact same formula gives me only monthly values.

Any ideas what I'm doing wrong?

I've tried adding the ALL('Date') parameter, ensuring that the DATE table is marked as a date table, and double-checking the filter pane for any filters, but It's still giving me a wrong answer. Any ideas?

This question is related to the following Learning Module

Answer 1

It sounds like you may be encountering an issue with the context in which your Revenue YTD measure is being calculated. The TOTALYTD function should indeed return the year-to-date total, but if it's only returning monthly values, it could be due to how the measure is being used in your report or visual.

Here are a few things to check:

1. Visual Context: Ensure that the visual you are using to display the Revenue YTD measure is set up to aggregate the data correctly. If you're using a table or matrix visual, make sure that you're not inadvertently filtering the data to show only monthly values.
2. Date Table: Confirm that your date table is properly marked as a date table in Power BI. This is crucial for time intelligence functions to work correctly.
3. Filters: Check if there are any filters applied to your visual or report that might restrict the data to a monthly view instead of a cumulative year-to-date view.
4. ALL Function: While you mentioned trying ALL('Date'), ensure that it is used correctly within the context of your measure. It should look something like this if you want to ignore filters on the date table:

      Revenue YTD = TOTALYTD([Revenue], 'Date'[Date], "6-30", ALL('Date'))
   

If these suggestions don't resolve the issue, you may want to provide more details about how the measure is being used in your report for further troubleshooting.

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References:

• Learn DAX basics in Power BI Desktop
• Calculation groups
• Month-to-Date (MTD) (Power BI Report)