topic DAX: YTD and PYTD questions in DAX Commands and Tips

DAX: YTD and PYTD questions

dkel6177 — Thu, 05 Jan 2017 15:45:18 GMT

I have a dashboard with a table view that has categories of crime along the left side and columns of totals for YTD figures and Previous YTD figures. On the current year or monthly totals the figures are correct. If it is the first few days in January I get correct numbers for the current month, but on all previous time calculations I get the totals for the entire month and the formulas do not respect the partial days in the current month. For instance,.... if I run the report for the first 5 days in January I would like the previous calculations for the year prior to respect only those first 5 days in January as well. Also I cannot share the model for obvious reasons. Any help would be appreciated.

My YTD DAX:

YTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESYTD(MasterDate[Date]))

My PYTD DAX:

LYTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]), DATEADD(DATESYTD(MasterDate[Date]),-1,YEAR))

My MTD DAX:

MTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESMTD(MasterDate[Date]))

My PMTD DAX:

LYMTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATEADD(DATESMTD(MasterDate[Date]), -1,YEAR))

Re: DAX: YTD and PYTD questions

Ssingh — Fri, 20 Jan 2017 13:59:12 GMT

Use of DATESBETWEEN and EDATE functions should resolve this, please check this.

LYMTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESBETWEEN(MasterDate[Date], EDATE(STARTOFMONTH(MasterDate[Date]),-12),
EDATE(TODAY(),-12)
))

Re: DAX: YTD and PYTD questions

Anonymous — Mon, 23 Jan 2017 05:16:40 GMT

Hi dkel6177

Please check out the link

http://community.powerbi.com/t5/Desktop/How-to-display-sales-YTD-and-sales-last-YTD-over-years/m-p/106627#M44711

If this solves your issue please give KUDOS.

Cheers

CheenuSing

Re: DAX: YTD and PYTD questions

AlecMaly — Fri, 10 Mar 2017 22:16:25 GMT

How did you get the status icons for KP_ and K_ columns?

Re: DAX: YTD and PYTD questions

Anonymous — Mon, 06 Nov 2017 12:59:38 GMT

Hi AlecMaly

Take a look at this tutorial that explains how to do it!

https://community.powerbi.com/t5/Community-Blog/SSRS-like-traffic-light-indicators-in-Power-BI/ba-p/165947

Matt