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greenskmachine's avatar
greenskmachine
Frequent Visitor
1 year ago
Solved

Data as at same date in previous years

Hi there,   I have a situation where I want to report data for each fiscal year (or other calendar dimension), up to the latest date where data is available, and using that date (day and month) for...
  • MohamedFowzan1's avatar
    1 year ago

    Hi greenskmachine 

     

    Could you try this

    Measure =
    VAR maxDate = CALCULATE(MAX(Weight[ProcessedDate]), ALL())
    VAR dayPeriod = CALCULATE(MAX(DIM_DATE[Fiscal Day of Year]), DIM_DATE[Date] = maxDate)
    RETURN
    CALCULATE(SUM(Weight[Weight]), DIM_DATE[Fiscal Day of Year] <= dayPeriod)

     
    For YTD:

    FiscalYearToDate =
    VAR maxDate = CALCULATE(MAX(DIM_DATE[Date]), ALL(Weight))
    VAR currFiscalYear = CALCULATE(MAX(DIM_DATE[FiscalYear]), DIM_DATE[Date] = maxDate)
    VAR dayPeriod = CALCULATE(MAX(DIM_DATE[FiscalDayOfYear]), DIM_DATE[Date] = maxDate)
    RETURN
    CALCULATE(
        SUM(Weight[Weight]),
        DIM_DATE[FiscalYear] = currFiscalYear,
        DIM_DATE[FiscalDayOfYear] <= dayPeriod
    )
    
    FiscalYearToDatePrevYear =
    VAR maxDate = CALCULATE(MAX(DIM_DATE[Date]), ALL(Weight))
    VAR dayPeriod = CALCULATE(MAX(DIM_DATE[FiscalDayOfYear]), DIM_DATE[Date] = maxDate)
    VAR prevFiscalYear = CALCULATE(MAX(DIM_DATE[FiscalYear]), DIM_DATE[Date] = maxDate) - 1
    RETURN
    CALCULATE(
        SUM(Weight[Weight]),
        DIM_DATE[FiscalYear] = prevFiscalYear,
        DIM_DATE[FiscalDayOfYear] <= dayPeriod
    )