dax YTD and PTD (project to date) time intelligence w/o using slicer / filter

Tobsi — Thu, 17 Nov 2022 18:25:36 GMT

Dear community,

this is my first post here so please bare with me if the data I post is not sufficient or if I´m not clear enough.

I´m working on a project reporting, so my goal is to have a visual like the screenshot below:

(PTD = project to date = all budget / expenditure from the beginning of the project to date)

I´m aware that the following measure will work for YTD, but this measure requires a slicer / filter:

Budget YTD EUR =

CALCULATE(

[Budget EUR],

FILTER(

all('Calendar'),

'Calendar'[Year]=MAX('Calendar'[Year])

&&'Calendar'[Date]<=Max('Calendar'[Date])

)

So when I use a slicer / set a filter for 2022, the YTD calculation will work, but this will make the PTD (project to date) calculation not work.

I´m wondering if there is a measure which allows me to determine the beginning and end date of the period considered.

Screenshot below shows the tables used:

Please let me know if you need further information or clarification.

Your help is very much appreciated.

Re: dax YTD and PTD (project to date) time intelligence w/o using slicer / filter

daXtreme — Thu, 17 Nov 2022 19:58:20 GMT

Please supply sample and representative(!) data. Paste a link to a file on a shared drive (OneDrive, Google Drive...). Don't forget to set permissions correctly.

topic Re: dax YTD and PTD (project to date) time intelligence w/o using slicer / filter in DAX Commands and Tips

dax YTD and PTD (project to date) time intelligence w/o using slicer / filter

Re: dax YTD and PTD (project to date) time intelligence w/o using slicer / filter