Pivot / Power Pivot - Year To Date Column

Hi

Can you please upload a sample file (desensitized) as it will make finding aworkable solution easier.

Thank you

Hi

Does this help.

I have added 2 more filters. You need to change these in the top window when you click on the pivot table.
If you need further please reply and I will try for you.

Cheers

Thank you for trying to help, FoxSeeLady. I need to have TWO columns for quantity data: one of the chosen month and another one for the current year to date. In your file, I only see ONE column displaying YTD quantity for first 10 months of year 2017. I need a column showing the total for October 2017 in this case.
thank you

Hello,
The effect you want to achieve requires using Power Pivot and the data model. I added a calendar of dates and correlated it with your data source.
I gave the measure YTDQta. In the filters I gave YYMM from the calendar.
Regards

dziękuję, stasinek! brilliant!
Did you have to create a separate calendar table to make =TOTALYTD([Total Quantity],DATESYTD('Calendar'[Date])) measure work with a different set of dates than Total Quantity:=SUM(Table1[Quantity]) measure?

One good practice for this kind of calculation is to create a calendar table with non repetive dates and with month, year, quarter,... columns and then create a relationship between the calendar and the Sales date then use the columns in the calendar to make the axis/main columns in your visuals that way the measures will work ad expectef.
Otherwise, the calculations will be incorrect.

Hello stasinek, when I try to recreate the DAX expressions in my file, the YTD Q-ty Comes up blank (see screenshots). My file is too big to upload, plus there is sensitive info in it. Do you know what could be wrong?

Distort data and send a data source slice (3 tables). It looks good from the screenshots - we'll see where the error is.

Everything works. Just as I silently thought - your date format is wrong. Correct them and everything will return to normal.

Many tanks, stasinek, for your help and advice. Something is not working quite right. The first and second version have different totals(see the screenshot.) The totals should be the same. My sneaking suspicion is my calendar. I will redo it in Power Query ans see if it is better. Thanks for your help, again.