topic Include Previous Year last day amount to current YTD amount in DAX Commands and Tips

Include Previous Year last day amount to current YTD amount

Anonymous — Mon, 09 Jan 2023 18:19:51 GMT

Hi All,

I have to ask for a measure to include 12/31 days amount added into current year YTD amount.

Date Amount YTD Amount CAL YTD Amount

12/31/2021 2 2 2 + (Amount from 12/31/2020)

12/1/2022 1 1 3

12/2/2022 1 3

12/3/2022 2 3 5

12/29/2022 3 5

12/30/2022 2 5 7

12/31/2022 2 7 9

1/1/2023 2 2 4

If you see 1/1/2023 CAL YTD amount it is adding 12/31/2022 Amount of 2 and then 1/1/2023 amount of 2.

YTD Amount: CALCULATE(SUM(Amount), DATESYTD(Date))

I tried below Dax exp for CAL YTD Amount but not calculating correctly.

CAL YTD Amount: CALCULATE(SUM(Amount), DATESYTD(IF(MONTH(Date) = 12 && DAY(Date) = 31, Date + 1, Date)))

Re: Include Previous Year last day amount to current YTD amount

Jihwan_Kim — Mon, 09 Jan 2023 18:55:34 GMT

Hi,

I am not sure how your data model looks like, but if you have a Date table (Dimension table) and a Sales table (Fact table), try something like below. It is for creating a measure.

Expected result measure: = CALCULATE ( SUM ( Sales[Amount] ), DATESYTD ( Date[Date] ) ) + CALCULATE ( SUM ( Sales[Amount] ), Date[Date] = DATE ( MAX ( Date[Year] ) - 1, 12, 31 ) )

Re: Include Previous Year last day amount to current YTD amount

Anonymous — Mon, 09 Jan 2023 19:13:19 GMT

Thank you for your reply. I had to tweak a little to get that expression work see below which i used in my DAX query. It was giving me below error if i am not using filter as below.

Error Without Filter Funtion: a function max has been used in a true/false expression that is used as a table filter expression

CALCULATE ( SUM ( Sales[Amount] ), DATESYTD ( Date[Date] ) ) + CALCULATE ( SUM ( Sales[Amount] ), FILTER( ALL ( Date[Date] ), Date[Date] = DATE ( MAX ( Date[Year] ) - 1, 12, 31 ) ) )