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lcasey
Post Prodigy
Post Prodigy

Calculated 2 years previous

Hello,

 

Does anyone know how I would write a correct formula?

 

Year 2 = CALCULATE([YTD Budget],ALLSELECTED('Calendar'[Year]) -2,ALL('Calendar'[Month]))

 

In the above formula I want to be able to select any year in the calendar table and have the formula go back 2 years in time and grab that entire years budget.

 

Adding the -2  breaks th eformula but you can see what I was trying to do. What should I be using?

 

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4 REPLIES 4
Sean
Community Champion
Community Champion

@lcasey

 

YTD From 2 Ago =
CALCULATE ( [YTD Budget], DATEADD ( 'Calendar'[Date], - 2, YEAR ) )

If [YTD Budget] uses TOTALYTD - then the above will give you the YTD Total but from 2 years ago! Smiley Happy

Thanks,

 

My YTD budget is useing:

 

YTD Budget = IF(SUM('00-GLSummary'[Revenue]) > 0,  Abs(SUM('00-Budget'[BUDGETAMT])),sum('00-Budget'[BUDGETAMT]))

 

So this formula is blank for now. I am going to try and convert my YTD Budget to use TotalYTD

 

That sounds like a more sdtandard way to calculate amounts anyway.

Weird,

 

I changed my formula to:

 

IF(SUM('00-GLSummary'[Revenue]) > 0,  TOTALYTD(Sum('00-Budget'[BUDGETAMT]),'Calendar'[Date]),sum('00-Budget'[BUDGETAMT]))

 

and the YTD From 2 Ago = CALCULATE ( [YTD Budget], DATEADD ( 'Calendar'[Date], - 2, YEAR ) )

 

is still blank.

Hi @lcasey

 

Just to confirm that you do not have any filters in the Visual, Page or Report levels?

 

What I would suggest to troubleshoot, is to create a table and put the indivudual measures into the table with your dates. In doing so this can help visually see where the possible error is occuring.

 

I have done that in the past, which has helped me identify where I was going wrong.





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