Cumulative GL balances in POWER PIVOT

jazzista

Board Regular
Joined
Sep 15, 2014
Messages
86
Hello: I am trying to create 2 measures ( one in USD and another in pesos) to create cumulative account balances from Sep thru Dec 2015 . I tried to use the YTD DAX function but I am getting the monthly balances for each month and they are not accumulating .Is there any way somebody can help me on writing the correct DAX formula ? I am writing TOTALYTD(SUM(accountingdata[Total Dollar Amount]),'accountingdata'[Date]).

Here is the link of the file. Thanks in advance


https://www.dropbox.com/s/a9ivzsd4dyaeabg/PP data Balance sheet.xlsx?dl=0
 

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Hi
instead of
Total YTD USD:=TOTALYTD(SUM(accountingdata[Total Dollar Amount]),'accountingdata'[Date])

should be
Total YTD USD:=TOTALYTD(SUM(accountingdata[Total Dollar Amount]),accountingdata[Accounting Month])
 
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