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ErickReiis's avatar
ErickReiis
Helper I
4 years ago
Solved

Dynamic data segmentation

Good morning people, everything fine ?

I'm doing a project where I need the data segmentation to keep up with today's date every day.

Which would be a visualization analyzing the amount of products sold YTD (Year to Date)

So if today is 04/14/2022, tomorrow I need it to be dynamic and when accessing it, follow it to 04/15/2022.

It's possible ?
  • ErickReiis , Do you need YTD based on today ?

     

    example

     

    YTD Today=
    var _min = date(year(today()),1,1)
    var _day = today()
    return
    CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

    LYTD =
    var _min = date(year(today())-1,1,1)
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max))

     

     

    If you can default date

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

     

     

    You need column like this to default

    Date Type = SWITCH(TRUE(),'Date'[Date]=TODAY(),"Today"
    ,'Date'[Date]=TODAY()-1,"Yesterday"
    ,'Date'[Date]&"")

     

     

    Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

    All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI

1 Reply

  • ErickReiis , Do you need YTD based on today ?

     

    example

     

    YTD Today=
    var _min = date(year(today()),1,1)
    var _day = today()
    return
    CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

    LYTD =
    var _min = date(year(today())-1,1,1)
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max))

     

     

    If you can default date

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

     

     

    You need column like this to default

    Date Type = SWITCH(TRUE(),'Date'[Date]=TODAY(),"Today"
    ,'Date'[Date]=TODAY()-1,"Yesterday"
    ,'Date'[Date]&"")

     

     

    Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

    All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI