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Anonymous
Not applicable

Relative date YTD not working

roopesh_0-1599849770062.png

When I do the relative date it has to say 1/1/2020 to 9/11/2020(todays date)

But it defaults to the max date available.

Can you please let me know if it can default to today's date?

 

 

4 REPLIES 4
Fowmy
Super User
Super User

@Anonymous 

Relative filter does not have a YTD filter, Relative This year always takes the whole current year.

If you need to set the dates for the current year till today, create a custom column in your date table like [date]<= today(). 
This will have TRUE / FALSE columns, you can assign it to the page filter to automatically filter dates till today.

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Anonymous
Not applicable

How can i get YTD in date ranges?

@Anonymous , In your date calendar you can have date type like this

 

Date Type = SWITCH(TRUE(),'Date'[Date]=TODAY(),"Today"
,'Date'[Date]=TODAY()-1,"Yesterday"
,'Date'[Date]&"")

 

You can sort this on date. And use datesytd with date calendar

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

 

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 :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


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@Anonymous 

Please refer to this thread on how to achieve the same

https://community.powerbi.com/t5/Desktop/Is-Today-Column/td-p/957057

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