YTD Year over Year

[SK16]

Hi Guys,

I an facing some issue in Dax.

I want to calculate Year over Year Change for YTD. Like for Feb'20 i have data till feb so I want in YOY change it should select data for 2019 till feb only.

But somehow it is taking taking Full year 2019 data.

Can you pls help me out here.

[Mariusz]

Hi @SK16 

You can add an If condition to check if the fact table "sales" in my case is empty.

Sales YTD = 
IF( 
    NOT ISEMPTY( Sales ), 
    CALCULATE(
        [Sales],
        DATESYTD( 'Calendar'[Date] )
    )
)

Sales YTD LY = 
CALCULATE(
    [Sales YTD],
    SAMEPERIODLASTYEAR( 'Calendar'[Date] )
)

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
LinkedIn

[SK16]

Hi Mariusz,

Thanks for your help buddy.

I got the issue which I am facing in my Dax i.e if I dont select any Month then it is taking Full Previous Year but if  select months from the slicer then it is showing the correct value.

But what I want is that without selecting any month it should consider latest month for YTD.

[amitchandak · Accepted solution]

@SK16 , check the way I suggested to force either Today or max date as a filter in YTD.

You have to force additional date filter on top of YTD

[SK16]

Thanks Amit,

It really helped

[SK16]

Hi Mariusz,

Thanks for your help buddy.

I got the issue which I am facing in my Dax i.e if if dont select any Month then it is taking Full Previous Year but if I any select months from the slicer then it is showing the correct value.

But I want without selecting any month i should consider lates month for YTD.

[amitchandak]

@SK16 

This will work with date calendar.

If you have slicer to pass dates

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))

Using Today

YTD QTY forced=
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

Using Max date

YTD QTY forced=
var _max = maxx('order',[Order date])
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced=
var _max1 =maxx('order',[Order date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

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/

I am hosting a webinar on 25th April on Power BI, Check Details - https://www.linkedin.com/posts/amitchandak78_webinar-tech-techforgood-activity-6658266754378231808-y...

[SK16]

I am facing same issue for Month to date.

Can you please help me out here.