topic Re: YTD Sales WITHOUT Accumulation and LYTD for SAME period in DAX Commands and Tips

YTD Sales WITHOUT Accumulation and LYTD for SAME period

WynandCilliers — Wed, 19 May 2021 08:07:46 GMT

Hi All,

I'm am trying to calculate a very basic calculation displaying YTD sales VS LYTD.

These are my measures:

Sales YTD = CALCULATE(Sum(Sales[LineTotal]),DATESYTD('Calendar'[Date],"30/06"))

Sales LYTD2 = CALCULATE(SUM(Sales[LineTotal]),DATESYTD(dateadd('Calendar'[Date],-1,Year),"30/06"))

As per the above, the calculation accumulates which I dont want. I also do not want June displayed, as this is not YTD. It should stop at May.

1. How to I get rid of accumulation?

2. How do I display true YTD?

Thanks,

Wynand

Re: YTD Sales WITHOUT Accumulation and LYTD for SAME period

rfigtree — Wed, 19 May 2021 08:12:37 GMT

How do you define ytd? Dax seems to be doing it right.

Re: YTD Sales WITHOUT Accumulation and LYTD for SAME period

WynandCilliers — Wed, 19 May 2021 08:12:33 GMT

Year to date (YTD) refers to the period of time beginning the first day of the current calendar year or fiscal year up to the current date.

In my case, Fiscal year ending 30/06

Re: YTD Sales WITHOUT Accumulation and LYTD for SAME period

rfigtree — Wed, 19 May 2021 08:18:53 GMT

Maybe you are missing interpreting what dax thinks the current date is. For example on the august row, the current date is the last t day of august, .... not today's date.

Re: YTD Sales WITHOUT Accumulation and LYTD for SAME period

WynandCilliers — Wed, 19 May 2021 08:20:57 GMT

Please move on if you cannot assit me.