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selvi's avatar
selvi
Frequent Visitor
8 years ago
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DAX FUNCTION

Hi, I got a business requirement where i have to implement YTD for a given data. If the users select the month of January 2018 they want to see the whole 2017 data along with up to date of January 2018(13 Months data), where as if they select February 2018 it should give only January 2018 and up to date of February 2018.

 

Date               Amount

8/1/2016        200

1/1/2017        100

2/1/2017        101

3/1/2017        103

1/1/2018        90

1/ 15/2018     70

2/1/2018        100

 

From the above example, if the user select January 2018 the result should be = 464, For February 2018 the result should be =260.

 

Can you help me out here how to achieve this with DAX function?

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  • OwenAuger's avatar
    OwenAuger
    8 years ago

    selvi

     

    Interesting, so you want to filter on YTD except for January add the previous year as well.

     

    There are any number of ways of doing this. Assuming you have a Date table, here are some ideas:

     

     

    Custom YTD Amount =
VAR MaxDate =
    MAX ( 'Date'[Date] )
VAR NumMonths =
    MONTH ( EOMONTH ( MaxDate, -1 ) ) + 1
RETURN
    CALCULATE (
        SUM ( FactTable[Amount] ),
        DATESINPERIOD ( 'Date'[Date], MaxDate, - NumMonths, MONTH )
    )
    Custom YTD Amount v2 =
CALCULATE (
    SUM ( FactTable[Amount] ),
    UNION (
        DATESYTD ( 'Date'[Date] ),
        CALCULATETABLE ( DATESYTD ( PREVIOUSMONTH ( 'Date'[Date] ) ) )
    )
)

2 Replies

  • OwenAuger's avatar
    OwenAuger
    Super User
    8 years ago

    selvi

     

    Interesting, so you want to filter on YTD except for January add the previous year as well.

     

    There are any number of ways of doing this. Assuming you have a Date table, here are some ideas:

     

     

    Custom YTD Amount =
VAR MaxDate =
    MAX ( 'Date'[Date] )
VAR NumMonths =
    MONTH ( EOMONTH ( MaxDate, -1 ) ) + 1
RETURN
    CALCULATE (
        SUM ( FactTable[Amount] ),
        DATESINPERIOD ( 'Date'[Date], MaxDate, - NumMonths, MONTH )
    )
    Custom YTD Amount v2 =
CALCULATE (
    SUM ( FactTable[Amount] ),
    UNION (
        DATESYTD ( 'Date'[Date] ),
        CALCULATETABLE ( DATESYTD ( PREVIOUSMONTH ( 'Date'[Date] ) ) )
    )
)