How to Do a YTD Calculation in Power BI

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  • čas přidán 5. 09. 2024
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    In this quick tutorial, we will learn how to perform a Year-to-Date (YTD) calculation in Power BI. You will learn the step-by-step process of setting up a simple matrix or pivot table, utilizing various formulas within Power BI and understanding the concept of the spillover effect while calculating the YTD. Additionally, I will address the calculation of YTD within a financial year context, demonstrating tweaks to the data model and formulas.
    #PowerBI #YTDCalculation #Dataanalysts
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Komentáře • 12

  • @GoodlyChandeep
    @GoodlyChandeep  Před 4 měsíci

    📌Recommended Videos📌
    Clever Date Table Trick in Power BI you've got to learn! - czcams.com/video/ztJhqLOMzGY/video.htmlsi=zbv-VAx_9y_-XHgg
    Fiscal Year Date Table in Power BI - czcams.com/video/ef-KmCB-qXY/video.htmlsi=ZaAlPA7mqZHj786o czcams.com/video/ef-KmCB-qXY/video.htmlsi=ZaAlPA7mqZHj786o
    📧Subscribe to my Email Newsletter - goodly.co.in/subscribe/
    Also, check out my courses on DAX & Data Modeling 📊 - goodly.co.in/learn-dax-powerbi/

  • @unnikrishnansanthosh
    @unnikrishnansanthosh Před 4 měsíci

    short and simple, thank you sharing

  • @williamarthur4801
    @williamarthur4801 Před 4 měsíci +1

    Hi, Chandeep, don't know if you'll see this but if so, what was the title of the video you released
    what you use an addcolum and try _ , so you could get a column telling the errors,
    I could to do re watch it. 😉😉

  • @SaxonChuang
    @SaxonChuang Před 3 měsíci +1

    Why ww not use date in sales table? It's same with date in table calendar right?

    • @Crisis742
      @Crisis742 Před 3 měsíci

      Some companies might put Fiscal date in the calendar table for easy conversion.

  • @dilipinamdar5523
    @dilipinamdar5523 Před 3 měsíci

    Thank You🙏

  • @OneNI83
    @OneNI83 Před 4 měsíci +1

    Good video. But i personally prefer lengthy video of yours.

  • @hendriklwanga-iga6817
    @hendriklwanga-iga6817 Před 4 měsíci

    Could you please do a video where the financial year starts on 1 March (and how to deal with leap years)

  • @dipeshnikalje
    @dipeshnikalje Před 4 měsíci

    When will you start the online lecture? For power query

  • @ebenasare8661
    @ebenasare8661 Před 4 měsíci

    This has been made simpler with the new visual calculation. You didn't include that

  • @dipeshnikalje
    @dipeshnikalje Před 4 měsíci

    First viewer