How to Do a YTD Calculation in Power BI

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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===== WHO AM I? =====
A lot of people think that my name is Goodly, it's NOT ;)
My name is Chandeep. Goodly is my full-time venture where I share what I learn about Excel and Power BI.
Please browse around, you'll find a ton of interesting videos that I have created :) Cheers!

[williamarthur]

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. 😉😉

[dipeshnikalje]

When will you start the online lecture? For power query

[SaxonChuang]

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

[hendriklwanga-iga]

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

[OneNI]

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

[ebenasare]

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