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JellyFishBi's avatar
JellyFishBi
Icon for Helper I rankHelper I
6 years ago
Solved

MTD / LY MTD

Thank you for reading. 

 

I have two measures:
MTD = TOTALMTD(SUM('4011-Visits'[GrossProd]),'Date'[Date])

MTD LY = CALCULATE([MTD],DATEADD('Date'[Date], -1,YEAR))
 
And the Result:
 

How do I get MTD LY to toal correctly?  The value we are looking for is 594,233.
 
Many thanks,
 
Mike
 

 

Need Help
  • jdbuchanan71's avatar
    jdbuchanan71
    6 years ago

    To parry2k point, if you don't want the 'Is Past' column you can get the last transaction date from your detail table and use it in a VAR like so.

     

    MTD LY = 
VAR _LastDate = MAX ( '4011-Visits'[DateField] )
RETURN
CALCULATE( [MTD],
    CALCULATETABLE (
        SAMEPERIODLASTYEAR ( DATE[Date] ),
        DATE[Date] <= _LastDate
    )
)

     

12 Replies

    • parry2k's avatar
      parry2k
      Icon for Super User rankSuper User
      6 years ago

      jdbuchanan71 great idea but I would avoid adding un-necessary column but rather get the last transaction date and filter on that, what happens if you are not looking at the current year, you are coming 2019 vs 2018, this logic will not work. 

       

      Although it is a cool solution.

      • jdbuchanan71's avatar
        jdbuchanan71
        Icon for Super User rankSuper User
        6 years ago

        parry2k 

        If you are looking at 2019 vs 2018 your not going to have a month with partial current results but full py reusults though.  You can change the check for 'Is Past' to look at say MAX(Sales[Invoice Date]) instead if you don't want to use TODAY().

  • v-alq-msft's avatar
    v-alq-msft
    Icon for Community Support rankCommunity Support
    6 years ago

    Hi, JellyFishBi 

     

    Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

     

    4011-Visits:

     

    You may create measures as below.

    MTD = 
var _maxdate = MAX('4011-Visits'[Date])
var _year = YEAR(_maxdate)
var _month = MONTH(_maxdate)
var _day = DAY(_maxdate)
return
CALCULATE(
    SUM('4011-Visits'[GrossProd]),
    FILTER(
        ALLSELECTED('4011-Visits'),
        '4011-Visits'[Date]>=DATE(_year,_month,1)&&
        '4011-Visits'[Date]<=DATE(_year,_month,_day)
    )
)

MTD LY = 
var _maxdate = MAX('4011-Visits'[Date])
var _year = YEAR(_maxdate)
var _month = MONTH(_maxdate)
var _day = DAY(_maxdate)
return
CALCULATE(
    SUM('4011-Visits'[GrossProd]),
    FILTER(
        ALLSELECTED('4011-Visits'),
        '4011-Visits'[Date]>=DATE(_year-1,_month,1)&&
        '4011-Visits'[Date]<=DATE(_year-1,_month,_day)
    )
)

     

    Result:

     

    Best Regards

    Allan

     

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

     

     

    • JellyFishBi's avatar
      JellyFishBi
      Icon for Helper I rankHelper I
      6 years ago

      Thank you Allan.  Looks like your well thought out solution saved the day.

       

      Might you be abel to do the same thing for week to date last year(WTD LY)?  Currently I have WTD as:

       

      WTD =
      VAR CurrentDate =
          LASTDATE ( 'Date'[Date] )
      VAR DayNumberOfWeek =
          WEEKDAY ( LASTDATE ( 'Date'[Date] ), 3 )
      RETURN
          CALCULATE (
              SUM ( '4011-Visits'[GrossProd] ),
              DATESBETWEEN (
                  'Date'[Date],
                  DATEADD ( CurrentDate, -1 * DayNumberOfWeek, DAY ),
                  CurrentDate
              )
          )

       

       

       

      • parry2k's avatar
        parry2k
        Icon for Super User rankSuper User
        6 years ago

        JellyFishBi did you tried the solution jdbuchanan71 posted. You never posted any feedback on that solution. I think you should test and tell if it worked or not.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    6 years ago

    Hi,

    Do these measures work?

    MTD = SUM('4011-Visits'[GrossProd])

    MTD LY = CALCULATE([MTD],SAMEPERIODLASTYEAR('Date'[Date]))

    Hope this helps.

    • JellyFishBi's avatar
      JellyFishBi
      Icon for Helper I rankHelper I
      6 years ago

      So Very Odd.  I have used these measures in the past, and have worked fine in the past.  I run at least 10 different dimilar models with the logic you have specified and two days ago, the logic had failed.  It led me to wondering the integrity of the date table.  All seemed to fall into place when I set the ending date table value to Today().  Ashish_Mathur In your travels have you experienced ever your measures all of a sudden failing?

       

      Mike