Getting year-to-date for weekly data

Anonymous — Wed, 06 May 2020 13:52:34 GMT

I have been trying every version of year to date calculations I can find, but I keep just getting the current week in the field. Is the fact that it's weekly rather than monthly the issue? I'm a new Power Bi user, but I cannot find any tutorials anywhere to help.

Re: Getting year-to-date for weekly data

amitchandak — Wed, 06 May 2020 14:06:12 GMT

Anonymous , you seem to try column, while it should be created as a measure

Try these with Date table . All measures

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((Table[Date]),"12/31")) This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR(Table[Date])),"12/31")) Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd(Table[Date],-1,Year),"12/31")) Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd(Table[Date],-1,Year)),"12/31")) Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd(Table[Date],-2,Year),"12/31")) Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd(Table[Date],-1,Year)) Year + 3 week behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd(dateadd(Table[Date],-1,Year),-21,Day))

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 :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

YTD QTY forced=
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
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)

https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184

topic Getting year-to-date for weekly data in Report Server

Getting year-to-date for weekly data

Re: Getting year-to-date for weekly data