Calculating Year To Date and Full Year

[Nicpet0]

Hi Community

I am asking for your help with a DAX measure i cant seem to figure out how to put together. Here is what i require.

I want to create a bar chart that could look similar to the snippet i provided. (it shows year to date values from current fiscal year 2024-25) and four years back. 

However, i want to create a DAX measure that shows year to date, for my current fiscal year, i have a measure for that, where it takes into consideration my month selected in a slicer. Anything that is not current fiscal year should return the full year and disregard the month.

I hope someone can help me provide what the code would look like to achieve this. 

[Anonymous · Accepted solution]

Hi @Nicpet0 ,

I create a table as you mentioned.

Then I create a measure and here is the DAX code.

Measure = 
VAR _CurrentFY_YTD =
    CALCULATE ( SUM ( 'Table'[Amount] ), DATESYTD ( 'Table'[Date], "6/30" ) )
VAR _FullYear_PreviousYears =
    CALCULATE (
        SUM ( 'Table'[Amount] ),
        ALLEXCEPT ( 'Table', 'Table'[FiscalYear] )
    )
RETURN
    IF (
        MAX ( 'Table'[FiscalYear] ) = "2024-25",
        _CurrentFY_YTD,
        _FullYear_PreviousYears
    )

So when I select the slicer, it will get what you want in the bar chart.

Best Regards

Yilong Zhou

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[Selva-Salimi]

Hi @Nicpet0 

you can write a measure as follows:

measure YTD := var this_year = max( dimdate[year]) -- or you also can write year(today()), depend to your data

return

calculate(sum(quantity) , filter (all(your_table) , your_table[year] = this_year))

If this post helps, then I would appreciate a thumbs up  and mark it as the solution to help the other members find it more quickly.