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AliH's avatar
AliH
Frequent Visitor
7 years ago

DAX YTD Help

Hi All,

 

I'm struggling to figure out how to do a bespoke YTD calculation, essentially what we are trying to achieve is that for any given filter year, display the equivalent YTD for that year.

For examples:

 20152016201720182019
 Turnover £Turnover YTD £Turnover £Turnover YTD £Turnover £Turnover YTD £Turnover £Turnover YTD £Turnover £Turnover YTD £
Product 11005020010015075300150350350
Product 2402050251005018090200200
Product 320020030022540028080075010001000

 

So for the current year the Turnover £ and YTD £ will be the same, but for previous years it will be the equivalent time period for the filter year.

Here are the current measures:
Turnover £:=Orders[Order Value]-Credits[Credit Value]

I think I need my YTD measure to be something like CALCULATE(Orders[Turnover £], Dates[DayofYear] <= lastdate(Orders[Invoice Date])) But obviously this isn't how it is done.

 

Does anyone have any pointers please?

 

Thanks you in advance,

 

Alister

 

6 Replies

    • AliH's avatar
      AliH
      Frequent Visitor
      7 years ago

      Hi Tom,

       

      Thanks for the response. I've read through that before and it is a great article. What I found there only worked for the current year, but when another year was the filter, the measure displayed all of that year, instead of the equivalent YTD - I maybe should have changed the title of this post.

       

      I'll have another read and see what I can figure out. I was hoping that this was a common one with an obvious answer I am missing.

       

      Many thanks,

       

      Alister

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi there.

         

        Mate, if you say YTD, it's obvious that the total value of any measure for the whole year will be equal to the YTD (of the measure in question) for the same year. This follows from the very definition of YTD. So, either you want to calculate something different than YTD or... you should give us a clear example of what it is you want.

         

        Otherwise, we'll be chasing our tail, so to speak.

         

        Best

        Darek