topic Filter amounts by year in DAX Commands and Tips

Filter amounts by year

Anonymous — Wed, 20 Jan 2021 20:31:15 GMT

Hello Community,

I have a sample dataset given below, where, I want to filter by year and calculate the total amount for each id for current year and past year.

ImpYear	ReportedDate	Id	Amount
2017	01/01/2017	1	10
2017	01/01/2017	2	7
2017	01/01/2017	3	9
2018	01/01/2018	1	23
2018	01/01/2018	2	15
2018	01/01/2018	3	19
2019	01/01/2019	1	12
2019	01/01/2019	2	17
2019	01/01/2019	3	18

The final output should have 'Year' present in the filter so that I can select any year from my data. Below is my expected output if I have filtered out Year to 2019:

Id	Current Year Total	Past Year Total
1	12	23
2	17	15
3	18	19

Also please note that the 'ReportedDate' column is actually a hierarchy column with day, month, quarter and year where I have consirdered only the 'year' part.

Below is a snippet of my DAX query which does not give me the numbers.

Past Year Total= CALCULATE(sum(Table[Amount]),FILTER(Table,Table[ImpYear]=Table[ReportedDate].[Year]-1))+0

Re: Filter amounts by year

nandic — Wed, 20 Jan 2021 21:36:24 GMT

Hi Anonymous ,
There is option to create disconnected table.
Example: create new table which will have values 2017, 2018, 2019. This table must not have any connection to existing table where you have measures.

In slicer use Year from this new disconnected table.
Now create these 2 measures:

Current Year =

var _currentYear = SELECTEDVALUE('Year'[Year])

RETURN CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[ImpYear]=_currentYear))

Past Year =

var _previousYear = SELECTEDVALUE('Year'[Year])-1

RETURN CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[ImpYear]=_previousYear))

Regards,
Nemanja Andic

Re: Filter amounts by year

wdx223_Daniel — Thu, 21 Jan 2021 01:14:29 GMT

Re: Filter amounts by year

Anonymous — Thu, 21 Jan 2021 16:53:47 GMT

Hello nandic ,

Thank you for your response! I also wanted to calculate the 'Change YTD', which also be based on the year that will be chosen from the filter. My current DAX query looks like:

[Current Year]-[Past YTD], where,

[Current Year] will contain the formula that you have mentioned in the previous post, whereas, [Past YTD] =

CALCULATE(sum(Table[Amount]),MONTH(Table[ReportedDate])<=MONTH(TODAY())-1,FILTER(Table,Table[ImpYear]=Year(today())-1))+0

Could you please let me know how can this query be rectified?

Re: Filter amounts by year

Anonymous — Thu, 21 Jan 2021 19:42:39 GMT

Hello wdx223_Daniel The above measure that you have created is Past Year Total. How would I calculate Current Year Total?

Re: Filter amounts by year

nandic — Thu, 21 Jan 2021 21:25:16 GMT

Hi Anonymous , attached power bi file with both scenarios.
One scenario (on the right) which is simpler, it doesn't use disconnected table so everything is based on original (regular) table.

regular_Current Year = SUM('Table'[Amount])

regular_Past Year =

var _currentYear = MAX('Table'[ImpYear])

RETURN

CALCULATE([regular_Current Year],'Table'[ImpYear]=_currentYear-1)

regular_Year over Year = [regular_Current Year]-[regular_Past Year]

Second scenario (on the left) if you are using disconnected table.

disconnected_Current Year =

var _currentYear = SELECTEDVALUE('Year'[Year])

RETURN CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[ImpYear]=_currentYear))

disconnected_Past Year =

var _previousYear = SELECTEDVALUE('Year'[Year])-1

RETURN CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[ImpYear]=_previousYear))

disconnected_Year over Year = [disconnected_Current Year]-[disconnected_Past Year]

Regards,
Nemanja Andic

Re: Filter amounts by year

Anonymous — Thu, 21 Jan 2021 23:11:38 GMT

nandic I want a Last YTD total which is different from Last Year total. So in order to do that, I tried this query which is not giving any value:

Last YTD =

var _cy = MAX('Table'[ImpYear]) RETURN CALCULATE([regular_Current Year], MONTH(Table[ReportedDate])<=MONTH(TODAY())-1, 'Table'[ImpYear]=_cy)+0

Or may be is there any other efficient way to find the Last YTD?

Re: Filter amounts by year

nandic — Thu, 21 Jan 2021 23:55:07 GMT

Anonymous , attached new version of the file, i missed that you wrote last year "ytd".
New version of the file is focused on regular measures (i deleted disconnected table and measures).

Past YTD =

var _currentYear = MAX('Table'[ImpYear])

RETURN

CALCULATE([Current Year],'Table'[ImpYear]=_currentYear-1, 'Table'[Day of Year]<=DAY(TODAY()))

For this purpose i added new column in table which calculates day number of the year.

Day of Year =

DATEDIFF ( DATE ( YEAR ( 'Table'[ReportedDate] ), 1, 1 ), 'Table'[ReportedDate], DAY ) + 1

Also, i added more data in data source so that you can check it.

Regards,
Nemanja Andic

Re: Filter amounts by year

wdx223_Daniel — Fri, 22 Jan 2021 00:04:19 GMT

sum(table[amount]

Re: Filter amounts by year

Anonymous — Tue, 02 Mar 2021 19:07:08 GMT

nandic Since I have data for new months loaded, it seems that the Past YTD does not calculate the right amount. For example, currently it's March and ideally the formula should have added the amounts for the month of January, February and March of previous year, however, it only displays the amount for January. Could you please help me fix this?

Re: Filter amounts by year

nandic — Tue, 02 Mar 2021 21:32:38 GMT

Hi Anonymous ,
It was my mistake, i have updated the formula and data in the file so you can check it.

Formula:

Past YTD v2 =
VAR _currentYear =
    MAX ( 'Table'[ImpYear] ) - 1 -- get last year
VAR _TodayDate =
    TODAY () -- today date
VAR _CriteriaDate =
    DATE ( _currentYear, MONTH ( _TodayDate ), DAY ( _TodayDate ) ) -- calculate same day previous year
RETURN
    CALCULATE (
        [Current Year],
        'Table'[ImpYear] = _currentYear,
        'Table'[ReportedDate] <= _CriteriaDate
    )

If you select 2020, measure "Past YTD v2" will calculate amount for period 1. Jan 2019 - 2. March 2019.

Regards,
Nemanja Andic