Forum Discussion
Last YTD calculation non standard date table
Nurry90 , In case you have year start date you can get this easily using a calendar table
New columns
Year Rank = RANKX(all('Date'),'Date'[Year Start date],,ASC,Dense) //option , you can use year of year start date
Year Week = [Year]*100 +[Week]
Day of Year =datediff([Year Start date] , [Date],Day) +1
Try measures like
This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))
rolling = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]>=max('Date'[Year])-2 && 'Date'[Year]<=max('Date'[Year])) )
diff = [This Year]-[Last Year ]
diff % = divide([This Year]-[Last Year ],[Last Year ])
This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Month] <= Max('Date'[Month]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Month] <= Max('Date'[Month])))
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Week] <= Max('Date'[Week]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Week] <= Max('Date'[Week])))
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
1.Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441
2.Any Weekday Week - Start From Any day of Week
https://community.powerbi.com/t5/Community-Blog/Any-Weekday-Week-Decoding-Date-and-Calendar-2-5-Power-BI-Turning/ba-p/1187482
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
Hi amitchandak ,
I do not have a set start date for fiscal year. The data that I am working off is weekly data that comes in. Week 1 is not the same start date each year so i am not sure these would work.
- amitchandak5 years ago
Super User
Nurry90 , Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
If you have Year (FY) and Week
Then year week Rank should also work
Year Week =[Year]*100 + [Week]
Year Week Rank = RANKX(all('Date'),'Date'[Year Week],,ASC,Dense) //option , you can use year of year start date
Power BI — Week on Week and WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-Last-Week/ba-p/1051123
https://www.youtube.com/watch?v=pnAesWxYgJ8