topic Re: YTD LY in DAX Commands and Tips

YTD LY

Anonymous — Fri, 14 Oct 2022 22:17:01 GMT

Hi,

Any help appreciated here.

Query1 - Data feed/ table title, discount base amount and clearing date are the fields name.

I have written the following for YTD on Discount Amount:

Discount base Amount YTD = TOTALYTD(sum(Query1[Discount_Base_Amount]), (Query1[Clearing_Date]))

I am trying to calculate the discount base amount YTD LY. Please guide.

Re: YTD LY

amitchandak — Sat, 15 Oct 2022 01:55:19 GMT

Anonymous , You have join a Clearing_Date with a date of the date table and then create a measure

Discount base Amount YTD = TOTALYTD(sum(Query1[Discount_Base_Amount]), (Date[Date]))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Re: YTD LY

Anonymous — Mon, 17 Oct 2022 07:56:23 GMT

Hi Anonymous ,

You can create a measure as below:

YTD LY = CALCULATE([Discount base Amount YTD],SAMEPERIODLASTYEAR('Date'[Date])))

In additon, you can refer the following links to get it:

Get the YTD of the same period last year

Sales prev YTD = TOTALYTD ( SUM ( Sales[sales] ), DATEADD ( ‘Calendar'[Date], -12, MONTH ) )

YTD (this year) vs YTD (last year)

Best Regards