topic Re: YTD function for categorical variable in DAX Commands and Tips

YTD function for categorical variable

Anonymous — Wed, 01 Jun 2022 04:01:34 GMT

Hi,

I am trying to create an YTD for an count of categorical variable for each event type. The data is similar to this. Now I have to create a count of rating difference from 2021-2022. How do I proceed with that ?

I used this

RATING_YTD = TOTALYTD(Count(Sheet0[Rating]),Sheet0[Response Date].[Date],Sheet0[Rating]="Promoters")

but it doesnot seem to work. Am I doing it correct ?

Re: YTD function for categorical variable

ValtteriN — Wed, 01 Jun 2022 06:56:52 GMT

Hi,

Try something like this:

Data:

Model:

DAX:

ytd category = CALCULATE(COUNT('Category YTD'[Type]),DATESYTD('Calendar'[Date]))

End result:

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

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Re: YTD function for categorical variable

v-cazheng-msft — Mon, 06 Jun 2022 08:50:25 GMT

Hi Anonymous,

You may try this solution.

1 Make some changes to your Measure

RATING_YTD = TOTALYTD(Count(Sheet0[rating]),Sheet0[response date].[Date])

2 Create a visual like this

Also, attached the sample pbix file.

For more details about TotalYTD, you may take a look at Year to Date; TotalYTD part of this blog: Basics of Time Intelligence in DAX for Power BI; Year to Date, Quarter to Date, Month to Date - RADACAD

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let me know. Thanks a lot!

Best Regards,

Community Support Team _ Caiyun