Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

YTD Calculation

Hi All,

 

Please help me in correcting my YTD calculation as its giving me blank value since starting of the new year.

 

Previous Calculation Used ( It was working corretly till 31st Dec):

 

YTD ACV =
IF (
    MONTH ( TODAY () ) = 1,
    CALCULATE (
        [ACV],
        FILTER (
            ACV,
            YEAR ( ACV[CLOSE_DATE] )
                = YEAR ( TODAY () )
                && MONTH ( ACV[CLOSE_DATE] )
                    <= MONTH ( TODAY () )-1
        )
    ),
    CALCULATE (
        [ACV],
        FILTER (
            ACV,
            YEAR ( ACV[CLOSE_DATE] ) = YEAR ( TODAY () )
                && MONTH ( ACV[CLOSE_DATE] )
                    <= MONTH ( TODAY () ) -1
        )
    )
)
Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Try this:

     

    CALCULATE(
        SUM(FactsTable[Data]),
        DATESINPERIOD('Date'[DateKey], TODAY(), -12, MONTH)
    )

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi,

    could you please state the desired result?

    Are you looking for data in the current year? Data in the last 12 months from the current date?

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Yes I want data in the last 12 months from current month. So my YTD values will show data till Dec'22.

       

      My calculation was working completely fine till last week, not sure where the problem is in the calculation that its showing blank now.

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Try this:

         

        CALCULATE(
            SUM(FactsTable[Data]),
            DATESINPERIOD('Date'[DateKey], TODAY(), -12, MONTH)
        )