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Priya2007
Frequent Visitor

YTD issue

 

Hi, 

I am trying to get YTD for my application.

In my table ,I don't  have date field only fiscal period( starts from july - June)

For example I need to select only 202102 to get the below sum.

 

Capture.PNG

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

Assuming period 1 means jun. Create a fiscal period table with these new columns (I called it as date)

 

year = left(fiscal_period,4)
period = right(fiscal_period,2)

period Rank = RANKX(all('Date'),'Date'[period],,ASC,Dense)

 

Then Try these measure
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[period] <= Max('Date'[period]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[period] <= Max('Date'[period])))



This period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=max('Date'[period Rank])))
Last period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=max('Date'[period Rank])-1))
Last year period= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=(max('Date'[period Rank]) -12)))

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View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

Assuming period 1 means jun. Create a fiscal period table with these new columns (I called it as date)

 

year = left(fiscal_period,4)
period = right(fiscal_period,2)

period Rank = RANKX(all('Date'),'Date'[period],,ASC,Dense)

 

Then Try these measure
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[period] <= Max('Date'[period]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[period] <= Max('Date'[period])))



This period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=max('Date'[period Rank])))
Last period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=max('Date'[period Rank])-1))
Last year period= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[period Rank]=(max('Date'[period Rank]) -12)))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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