Calculate YTD, TP, LYTD

[h4_dkj]

Hi

I have a base table that shows me kpi values for several business measures.

It looks like this, you get the idea I hope:

ID	Year	Month	Type	name	Value
1	2021	1	Finance	Cost	111
2	2021	1	Sales	Income	222
1	2021	2	Finance	Cost	123
3	2021	2	HMS	Injuries	1
2	2021	2	Sales	Income	234
1	2021	3	Finance	Cost	145
3	2021	3	HMS	Injuries	2
3	2021	3	Sales	Income	231
1	2020	1	Finance	Cost	123
1	2020	2	Finance	Cost	150
1	2020	3	Finance	Cost	199
3	2020	3	HMS	Injuries	1

Now what I need to solve is to create a Value_YTD, Value_TP, Value_LYTD, Value_LTP, Diff_YTD(5) for month 3

KPI	Value_YTD	Value_TP	Value_LYTD	Value_LTP	Diff_YTD(%)
1 - Finance - cost	379	145	572	199
2 - Sales - Income	687	231
3 - HMS - Injuries	3	2	1	1

How do i solve this?

[Anonymous · Accepted solution]

Hi @h4_dkj ,

Please consider taking calendar tables into account for future modeling so that more and more powerful time-intelligent functions can be used. 

First create a new calculated column.

ID_Type_Name = 'Table'[ID] & " - " & 'Table'[Type] & " - " & 'Table'[name]

Then create these measures.

Value_YTD = 
CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Year] = MAX ( 'Table'[Year] ) )

Value_TP = 
CALCULATE (
    SUM ( 'Table'[Value] ),
    FILTER (
        'Table',
        'Table'[Year] = MAX ( 'Table'[Year] )
            && 'Table'[Month] = MAX ( 'Table'[Month] )
    )
)

Value_LYTD = 
CALCULATE ( SUM ( 'Table'[Value] ), 'Table'[Year] = MAX ( 'Table'[Year] ) - 1 )

Value_LTP = 
CALCULATE (
    SUM ( 'Table'[Value] ),
    FILTER (
        'Table',
        'Table'[Year] = MAX ( 'Table'[Year] ) - 1
            && 'Table'[Month] = MAX ( 'Table'[Month] )
    )
)

Diff_YTD(%) = 
VAR _rate =
    DIVIDE ( [Value_YTD] - [Value_LYTD], [Value_YTD] )
VAR _result =
    IF ( [Value_LYTD] = BLANK (), BLANK (), _rate )
RETURN
    _result

The PBIX file is attached for reference.

Best Regards,
Gao
Community Support Team

If there is any 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 us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

[SpartaBI]

@h4_dkj everything you need is here:
https://www.daxpatterns.com/standard-time-related-calculations/