Hi!
I am trying to do what I thought would be a fairly simple YTD measure for variance to budget (Actual minus Budget).
My measure is defined as
NWS VTB $ YTD = TOTALYTD( SUM( PPG[Actual] ) - SUM( PPG[Budget] ) , 'Time Map'[FiscalDate] , "06/01/2017" )
TimeMap is my date table, and Fiscal Date is in MM/dd/YYYY. The FY ends on 06/01/2017. Because our business always talks about Fiscal Months in a different format ( June of FY17 is written as FY2017-P01), in my TimeMap for every Fiscal Date there is a corresponding 'Fiscal Month'. Snapshot below.
In my report I want to graph the variance to budget YTD by FiscalMonth (not FiscalDate). Sadly, for each month I just get the monthly variance. Also, if I try to display the variance in a Card with a FiscalMonth slicer, the YTD only works if I sequentially select the months. Changing to FiscalDate doesn't help either.
Example: Month 1 is -10, and Month 2 is +5. Month 2 YTD should be -5. If I select Month 2 alone in the slicer, I get +5. If I select both Months 1 & 2 I get the correct -5.
How can I fix my DAX or model so each month correctly returns the YTD? Thanks so much!