DAX formula to calculate the YTD value of a Power BI measure.
MS tutorial on how to calculate the YTD value in Power BI using a DAX formula. To create a YTD type measure using Power BI, use the TOTALYTD time function. YTD is the abbreviation of the Year-To-Date and it represents the total to date of a given measure. In other words, from the beginning of the year to the current date. The YTD value can be based on a fiscal calendar or on a regular Gregorian calendar.
To calculate the year-to-date sales total with a DAX formula, use the built-in function called TOTALYTD. From this example, easily copy and paste the code and adjust it to the data analysis and reporting requirements.
Table of Contents
1. Calculate the Year-To-Date value with Power BI
Indeed, this example calculates the YTD total of the sales amount using a simple DAX function. The TOTALYTD DAX function needs a time dimension to work. To achieve this, flag one dimension as time.
YTD Sales := TOTALYTD(SUM('ShopSales'[SalesAmount]),'Time'[DateKey])
2. Dax formula to calculate the Year To Date Gross profit margin
This formula calculates the year-to-date, also abbreviated as YTD Gross profit margin by dividing the total YTD gross profit by the total YTD sales amount. So the formula below combines the TOTALYTD and the DIVIDE formulas.
YTD Gross Profit Margin:=
TOTALYTD(
DIVIDE(
SUM('Sales'[GrossProfit]),
SUM('Sales'[SalesAmount])
),
'Calendar'[Date]
)
3. Calculate the YTD market share by region using Power BI
This third formula is a bit more complex, and it calculates the YTD gross profit margin for each region. It divides the YTD gross profit by the YTD sales amount, with the YTD calculation being performed separately for each region. Indeed, the Region column is used to group the calculation by region.
YTD Gross Profit Margin by Region:=
TOTALYTD(
DIVIDE(
SUM('Sales'[GrossProfit]),
SUM('Sales'[SalesAmount])
),
'Calendar'[Date],
'Region'[RegionName]
)
This Power BI tutorial explains how to calculate the YTD value in Power BI using three different scenarios. To go further and get some more insights on DAX functions, check out the Microsoft Power BI website. This short article explains how to calculate the year-to-date number of sales for the selected fiscal year or calendar year. Check the previous article on how to calculate the last year value in DAX.
That is all for this short tutorial on how to calculate the YTD value in Power BI using built-in DAX functions in a simple formula. This related article explains what DAX abbreviation means and how the language is used in Microsoft tools.
4. FAQ on Year to date values in Power BI
The YTD abbreviation stands for Year-To-Date and refers to a financial calculation based on time. It’s a metric used to track progress towards a goal or target over the course of a year.
In financial analysis, the YTD calculation is often used to determine the sales or revenue generated from the start of the year until the current date. This calculation can be useful for monitoring the performance of a business and making decisions about future investments or expenditures.
The YTD calculation usually uses a fiscal calendar, which is a custom calendar that is specific to a business or organization. The fiscal calendar is used to align financial reporting with the business’s unique needs, such as the timing of tax payments or the company’s budgeting cycle.
YTD and YTG are both cumulative time calculations, but they represent different periods of time.
YTD, or Year-To-Date, is a calculation that sums up data from the first month of a given year until the current date. It provides an up-to-date snapshot of a company’s performance over a specified period of time and is useful for tracking progress towards goals, monitoring performance, and making informed decisions.
YTG, or Year-To-Go, is a calculation that sums up data from the next month until the end of the year. It provides a projection of a company’s performance for the remainder of the year and can be useful for forecasting and planning future investments or expenditures.
Together, YTD and YTG equal the full year, and these two calculations can provide a comprehensive view of a company’s performance over the course of a year. By comparing YTD and YTG values, a company can determine its current performance relative to its goals and projections, and make informed decisions about how to allocate resources in the future. YTD + YTG = Full Year.
