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PowerDev1977's avatar
PowerDev1977
Regular Visitor
1 year ago
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YTD Function

Hello Friends,   New to PowerBI.  Currently i want to compute the YTD volume (example July 2024 - Feb 2025) I already have a DAX function for the volume SUM OF KG = VAR previousDay_ = DATEVALU...
  • tharunkumarRTK's avatar
    1 year ago

    PowerDev1977 

     

    Its difficult to suggest any change without knowing the data model and sample data. But I will suggest 

     

    First rewrite the 'Sum of KG measure'

     

    SUM OF KG =
    
    SUMX(
            ItemMaster,
        (  (ItemMaster[ Quantity ] * -1)* RELATED('Item'[ MAP VOL ]  )
    )
    

    You can reuse it in the YTD measure like this

    FYTD_SumOfKG =
    VAR PreviousWorkingDay_ = DATEVALUE([PreviousWorkingDay])
    VAR FiscalYearStartDate_ = DATEVALUE([FiscalYearStartDate])
    RETURN
    CALCULATE
    (
      [Sum of KG],
            FILTER(
                ItemMaster,  
                DATEVALUE(ItemMaster[Physical date]) >= FiscalYearStartDate_    &&DATEVALUE(ItemMaster[Physical date]) <= PreviousWorkingDay_) , 
        REMOVEFILTERS('calendar'[Year],'calendar'[Month Name])
    )

     

    Intead of the above pattern I woud suggest you to use time intelligence function like DatesYTD and pass the second parameter to last date of the financial year.

     

    FYTD_SumOfKG =
    
    CALCULATE
    (
      [Sum of KG],
          DATESYTD(Calendar[Date], "6-30")
    )

     

    For further assitance please share the pbix file

     

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