Calculating % Variance between YTD & LYTD

[lnjwilliamson86]

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

[Ashish_Mathur · Accepted solution]

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.

[lnjwilliamson86]

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 · Accepted solution]

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.

[lnjwilliamson86 · Accepted solution]

Thanks @Ashish_Mathur.

[Ashish_Mathur]

You are welcome.

[v-yuezhe-msft]

@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]

Hi @v-yuezhe-msft,

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])