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stino123's avatar
stino123
Helper II
4 years ago
Solved

PY YTD function is not working

Hey All,

 

I am trying to create last year YTD functions. the function I am trying to use is the following

 

Discount YTD PY = CALCULATE([Discount ex VAT],DATESYTD(DATEADD(Kalender[Date],-1,year)))
 
Where the discount function is:
 
Discount ex VAT =
SUMX(FACT_Orders,(FACT_Orders[Discount Amount]/((IF(FACT_Orders[Tax Price]=0,1,1+FACT_Orders[Tax Rate])))))
 
Could someone please explain how to make a YTD PY work? My function will return the full year value of last year rather than the ytd value of previous year.
DAX
Time interval
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  stino123 ,

    I created some data:

    Here are the steps you can follow：

    1. Create measure.

     

    Measure =
CALCULATE(
    SUM('Table'[amount]),
FILTER(ALL('Table'),
'Table'[date]>=DATE(YEAR(MAX('Table'[date]))-1,1,1)&&
'Table'[date]<=DATE(YEAR(MAX('Table'[date]))-1,MONTH(MAX('Table'[date])),DAY(MAX('Table'[date])))))

     

    2. Result:

    If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

4 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    4 years ago

    stino123 , if you are using year to display or there is no date selected than dates ytd a year behind will give full year

     

    You can force LYTD like

     

    LYTD QTY forced=
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)


    LYTD QTY forced=
    var _today = maxx(allselected('Order'),'order'[Date])
    var _max = date(year(_today)-1,month(_today),day(_today))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

  • johnt75's avatar
    johnt75
    Super User
    4 years ago

    Try

    Discount YTD PY = CALCULATE([Discount ex VAT], SAMEPERIODLASTYEAR(DATESYTD(Kalender[Date])))
  • stino123's avatar
    stino123
    Helper II
    4 years ago

    johnt75 thanks for the help, however this returns the full year unfortunately.
    amitchandak maybe I am misunderstanding but this returns "blank" while i know there is data LY YTD.

     

    Any other suggestions?

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi  stino123 ,

    I created some data:

    Here are the steps you can follow：

    1. Create measure.

     

    Measure =
CALCULATE(
    SUM('Table'[amount]),
FILTER(ALL('Table'),
'Table'[date]>=DATE(YEAR(MAX('Table'[date]))-1,1,1)&&
'Table'[date]<=DATE(YEAR(MAX('Table'[date]))-1,MONTH(MAX('Table'[date])),DAY(MAX('Table'[date])))))

     

    2. Result:

    If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly