topic Re: PY YTD function is not working in DAX Commands and Tips

PY YTD function is not working

stino123 — Wed, 23 Mar 2022 15:18:11 GMT

Hey All,

I am trying to create last year YTD functions. the function I am trying to use is the following

Discount YTD PY = CALCULATE([Discount ex VAT],DATESYTD(DATEADD(Kalender[Date],-1,year)))

Where the discount function is:

Discount ex VAT =

SUMX(FACT_Orders,(FACT_Orders[Discount Amount]/((IF(FACT_Orders[Tax Price]=0,1,1+FACT_Orders[Tax Rate])))))

Could someone please explain how to make a YTD PY work? My function will return the full year value of last year rather than the ytd value of previous year.

Re: PY YTD function is not working

amitchandak — Wed, 23 Mar 2022 16:20:36 GMT

stino123 , if you are using year to display or there is no date selected than dates ytd a year behind will give full year

You can force LYTD like

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

LYTD QTY forced=
var _today = maxx(allselected('Order'),'order'[Date])
var _max = date(year(_today)-1,month(_today),day(_today))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

Re: PY YTD function is not working

johnt75 — Wed, 23 Mar 2022 16:37:10 GMT

Try

Discount YTD PY = CALCULATE([Discount ex VAT], SAMEPERIODLASTYEAR(DATESYTD(Kalender[Date])))

Re: PY YTD function is not working

stino123 — Thu, 24 Mar 2022 07:46:17 GMT

johnt75 thanks for the help, however this returns the full year unfortunately.
amitchandak maybe I am misunderstanding but this returns "blank" while i know there is data LY YTD.

Any other suggestions?

Re: PY YTD function is not working

Anonymous — Tue, 29 Mar 2022 01:17:36 GMT

Hi stino123 ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Measure = CALCULATE( SUM('Table'[amount]), FILTER(ALL('Table'), 'Table'[date]>=DATE(YEAR(MAX('Table'[date]))-1,1,1)&& 'Table'[date]<=DATE(YEAR(MAX('Table'[date]))-1,MONTH(MAX('Table'[date])),DAY(MAX('Table'[date])))))

2. Result:

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

Best Regards,

Liu Yang

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