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Hi All,
I have to ask for a measure to include 12/31 days amount added into current year YTD amount.
Date Amount YTD Amount CAL YTD Amount
12/31/2021 2 2 2 + (Amount from 12/31/2020)
12/1/2022 1 1 3
12/2/2022 1 3
12/3/2022 2 3 5
.
.
.
12/29/2022 3 5
12/30/2022 2 5 7
12/31/2022 2 7 9
1/1/2023 2 2 4
If you see 1/1/2023 CAL YTD amount it is adding 12/31/2022 Amount of 2 and then 1/1/2023 amount of 2.
YTD Amount: CALCULATE(SUM(Amount), DATESYTD(Date))
I tried below Dax exp for CAL YTD Amount but not calculating correctly.
CAL YTD Amount: CALCULATE(SUM(Amount), DATESYTD(IF(MONTH(Date) = 12 && DAY(Date) = 31, Date + 1, Date)))
Solved! Go to Solution.
Hi,
I am not sure how your data model looks like, but if you have a Date table (Dimension table) and a Sales table (Fact table), try something like below. It is for creating a measure.
Expected result measure: =
CALCULATE ( SUM ( Sales[Amount] ), DATESYTD ( Date[Date] ) )
+ CALCULATE (
SUM ( Sales[Amount] ),
Date[Date]
= DATE ( MAX ( Date[Year] ) - 1, 12, 31 )
)
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
Hi,
I am not sure how your data model looks like, but if you have a Date table (Dimension table) and a Sales table (Fact table), try something like below. It is for creating a measure.
Expected result measure: =
CALCULATE ( SUM ( Sales[Amount] ), DATESYTD ( Date[Date] ) )
+ CALCULATE (
SUM ( Sales[Amount] ),
Date[Date]
= DATE ( MAX ( Date[Year] ) - 1, 12, 31 )
)
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
Thank you for your reply. I had to tweak a little to get that expression work see below which i used in my DAX query. It was giving me below error if i am not using filter as below.
Error Without Filter Funtion: a function max has been used in a true/false expression that is used as a table filter expression
CALCULATE ( SUM ( Sales[Amount] ), DATESYTD ( Date[Date] ) )
+ CALCULATE (
SUM ( Sales[Amount] ),
FILTER( ALL ( Date[Date] ), Date[Date]
= DATE ( MAX ( Date[Year] ) - 1, 12, 31 )
)
)
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