Include Previous Year last day amount to current YTD amount

[hmed435]

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)))

[Jihwan_Kim · Accepted 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 )
    )

[hmed435]

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 )
               )
    )