Forum Discussion

lnjwilliamson86's avatar
lnjwilliamson86
Frequent Visitor
8 years ago
Solved

Calculating % Variance between YTD & LYTD

Hi, 

 

I am trying to calculate the variance % between a YTD and LYTD. However my formulas are giving me incorrect results. 

I have monthly data over two financial years for various metrics in my dataset

 

The forumulas I have used are listed below. 

 

YTD= TOTALYTD(SUM[metric],'date'[date],"06/30")

LYTD =CALCULATE([metric],DATEADD('date'[date],-1,year))

Variance = [LYTD]-[YTD]

% Variance = DIVIDE([Variance],[LYTD]

 

Is there some sort of date field required in the variance and % variance formulas? 

 

Thanks

 

 

Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    You will have to select a month for the TOTALYTD() function to work.  Only then will it know where it has to sum till.  If your Financial Year starts on July 1 and you select October as the month in the filter/slicer, your measure will sum up the numeric column from JUly 1 to October 31.

6 Replies

  • lnjwilliamson86's avatar
    lnjwilliamson86
    Frequent Visitor
    8 years ago

    After some further investigating (aka messing around) I have realised that if i select the three months in this FY to date in a visual level filter the variance and % variance results work. 

     

    Can someone help me with some DAX code to ensure that my variance and % variance measures will work so that I don't need to use the month visual level filter. 

     

     

    Thanks :) 

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      8 years ago

      Hi,

       

      You will have to select a month for the TOTALYTD() function to work.  Only then will it know where it has to sum till.  If your Financial Year starts on July 1 and you select October as the month in the filter/slicer, your measure will sum up the numeric column from JUly 1 to October 31.

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      lnjwilliamson86,

      Do you drag year field to your visual? And when calculating LYTD, I use the following DAX. I note that you use this formula instead:LYTD =CALCULATE([metric],DATEADD('date'[date],-1,year)). Do you create another measure named metric?

      LYTD =CALCULATE([YTD],DATEADD('date'[date],-1,year))



      Regards,
      Lydia

      • lnjwilliamson86's avatar
        lnjwilliamson86
        Frequent Visitor
        8 years ago

        Hi Anonymous,

         

        My LYTD Calcualtion does use the YTD Metric (see actual formulae below) . However when I put my data into a table format I can see that the LYTD is giving me the sum of the full year not just the first quarters data.

         

         

        See actual formulae below.

         

        6. YTD Water Consumption Billed = TOTALYTD(sum(Datasheet[6. Total water consumption billed (based on Levy data)]),'Date'[Date],"06/30")

         

        6. LYTD Total Water Consumption Billed = CALCULATE(Datasheet[6. YTD Water Consumption Billed],DATEADD('Date'[Date],-1,year))

         

        Water Consumption Variance = [6. YTD Water Consumption Billed]-[6. LYTD Total Water Consumption Billed]

         

        Water Consumption Variance % = DIVIDE([Water Consumption Variance],[6. LYTD Total Water Consumption Billed])