Calculate Total Year Sales Using DAX in Power BI

Question

I have a sales dataset in Power BI, and I want to create a measure to calculate the sales amount from the beginning of the year up to the specified date.. The dataset includes columns for dates and sales amounts. How can I achieve this using DAX?

 

Answer 1

How to Calculate Total Year Sales Using DAX in Power BI

You can use the TOTALYTD DAX function to calculate YTD sales.

DAX Measure:

YTD Sales = TOTALYTD(SUM(Sales[SalesAmount]), Dates[Date])

Explanation:

• TOTALYTD: Calculates the running total from the beginning of the year up to the specified date.
• SUM(Sales[SalesAmount]): Aggregates the sales amount.
• Dates[Date]: The date column from the calendar table in your dataset.

Make sure your date column is connected to a proper Date Table, and the table is marked as a Date Table in Power BI.

Comments

Thanks Mohamed for this great explanation!