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C4L84's avatar
C4L84
Advocate II
4 years ago
Solved

TOTALYTD using variable year end date

Hi I am using this formula for running total: No issues with this but I am also using a parameter based on month int: I need the year end date to change in the formula.   I have trie...
  • Tutu_in_YYC's avatar
    Tutu_in_YYC
    4 years ago

    Hey C4L84,
    Can you try this? I used your pbix, and it looks like it works. I added a calculated column in your Calendar table:

     

    Calendar Year = YEAR('Calendar'[Date])

     

     

    Then this measure:

    Running Total Spend - Dynamic = 

    VAR _month = FORMAT(MAX('FY end'[Date]), "M")
    VAR _day = FORMAT(MAX('FY end'[Date]), "D")
    VAR _endofyear = DATE(SELECTEDVALUE('Calendar'[Calendar Year]),_month,_day)
    VAR _startofyear = DATE(SELECTEDVALUE('Calendar'[Calendar Year]),_month,_day) +1
    VAR _startdatedynamic = IF( MAX('Calendar'[Date]) < _startofyear, EDATE(_startofyear,-12), _startofyear)
    VAR _enddatedynamic = IF( MAX('Calendar'[Date]) > _endofyear, EDATE(_endofyear,12), _endofyear)
    RETURN

    CALCULATE(
    SUM(Sheet1[Spend]),
    FILTER(
    ALL('Calendar'),
    'Calendar'[Date] >= _startdatedynamic &&
    'Calendar'[Date] <= _enddatedynamic &&
    'Calendar'[Date] <= MAX('Calendar'[Date])
    )
    )


    Compared above measure with the time intelligence DAX function, the yield same results

     

    Let me know how it goes.