Forum Discussion
Rolling Equity
For my Balance Sheet I need to calculate the earnings of all previous periods up to the selected period to calculate the loss carried forward. Unfortunatly, i do not know how to calculate the yearly earnings of the previous years up to a certain period. Does anyone know how to solve this problem?
Niklas1999 , try measures like
LTD(complete till date) =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = minx(all('Date'), 'Date'[Date]) // or minx(allselected('Date'), 'Date'[Date])
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1), Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
1 Reply
Niklas1999 , try measures like
LTD(complete till date) =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = minx(all('Date'), 'Date'[Date]) // or minx(allselected('Date'), 'Date'[Date])
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1), Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA