Is Year to Date and Is Year to Previous Month Dax formulae

[Giorgi1989]

Dear All,

I have a date table, in which I want to add three columns: IsCurrentMonth,IsYTD, and IsYeartoPreviousMonth

For current month I have the following DAX formula:

IsCurrentMonth =

IF (

YEAR ( 'Date'[Calendar Year/Month Level 01.Key] ) = YEAR ( TODAY () )

&& MONTH ( 'Date'[Calendar Year/Month Level 01.Key] ) = MONTH ( TODAY () ),

"Yes",

"No"

)

Could you please advise what would be the easiest way of doing the same thing for YeartoDate and YeartoPreviousMonth?

Many thanks for your invaluable time and help!

[ValtteriN · Accepted solution]

Hi,

Here is one example on how to do this if you want to have these columns:

ISYTD =

var _sdate = DATE(YEAR(TODAY()),1,1)

var _edate = TODAY() return

IF(AND('Calendar'[Date]>=_sdate,'Calendar'[Date]<=_edate),1,0)

ISYTD_LM =

var _sdate = DATE(YEAR(TODAY()),1,1)

var _edate = DATE(YEAR(TODAY()),MONTH(TODAY())-1,1) return

IF(AND('Calendar'[Date]>=_sdate,'Calendar'[Date]<=_edate),1,0)

By the way, typically you wouldn't need these columns due to functions like DATESYTD() and DATEADD() that you can use as filters in measures.

I hope this helps and if it does consider accepting this as a solution!

[Giorgi1989]

Immensely grateful to both of you. Works well! Accepted as a solution!

[VahidDM · Accepted solution]

Hi @Giorgi1989 

Try these codes:

IsYTD =
IF(
YEAR( 'Date'[Calendar Year/Month Level 01.Key] ) = YEAR( TODAY() )
&& 'Date'[Calendar Year/Month Level 01.Key] <= TODAY(),
"Yes",
"No"
)

IsYeartoPreviousMonth =
IF(
YEAR( 'Date'[Calendar Year/Month Level 01.Key] ) = YEAR( TODAY() )
&& 'Date'[Calendar Year/Month Level 01.Key]
<= DATE( YEAR( TODAY() ), MONTH( TODAY() ) - 1, DAY( TODAY() ) ),
"Yes",
"No"
)

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: www.linkedin.com/in/vahid-dm/

[ValtteriN · Accepted solution]

Hi,

Here is one example on how to do this if you want to have these columns:

ISYTD =

var _sdate = DATE(YEAR(TODAY()),1,1)

var _edate = TODAY() return

IF(AND('Calendar'[Date]>=_sdate,'Calendar'[Date]<=_edate),1,0)

ISYTD_LM =

var _sdate = DATE(YEAR(TODAY()),1,1)

var _edate = DATE(YEAR(TODAY()),MONTH(TODAY())-1,1) return

IF(AND('Calendar'[Date]>=_sdate,'Calendar'[Date]<=_edate),1,0)

By the way, typically you wouldn't need these columns due to functions like DATESYTD() and DATEADD() that you can use as filters in measures.

I hope this helps and if it does consider accepting this as a solution!