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greenlover's avatar
greenlover
Frequent Visitor
4 years ago
Solved

Compute YTD Value based on Period Selected

Hi Guys, 

 

I just need your help in computing the YTD value based on the period selected (Start Date & End Date). Note that the value of the YTD must be minus 1 month from the End Date selected. 

 

For example: 

 

Period Selected: January 1, 2021 to November 15, 2021

 

YTD Value must show: Jan 1 to October 15. (Minus 1 month from the End Date selected) 

 

Thank you! 

 



Need Help
  • VahidDM's avatar
    VahidDM
    4 years ago

    Hi greenlover 

     

    Try this measure to find the YTD value:

     

     

     

    Measure =
VAR _MinD =
    MIN ( table[date] ) -- find the MIN date in the selected period
VAR _MaxD =
    MAX ( table[date] ) -- find the MAX date in the selected period
VAR _MaxD1ML =
    DATE ( YEAR ( _MaxD ), MONTH ( _MaxD ), 1 ) - 1 -- find the last date of the month before MAX date
VAR _MaxD1M =
    DATE ( YEAR ( _MaxD1ML ), MONTH ( _MaxD1ML ), DAY ( _MaxD ) ) -- find the same day in the last month of the MAX date
RETURN
    CALCULATE (
        SUM ( table[column] ),
        FILTER ( ALL ( table ), table[date] >= _MinD && table[date] <= _MaxD1M )
    )

     

     

     

    If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
    Appreciate your Kudos!!
    LinkedIn:     www.linkedin.com/in/vahid-dm/

     

     



3 Replies

  • VahidDM's avatar
    VahidDM
    Super User
    4 years ago

    Hi greenlover 

     

    Try this measure to find the YTD value:

     

     

     

    Measure =
VAR _MinD =
    MIN ( table[date] ) -- find the MIN date in the selected period
VAR _MaxD =
    MAX ( table[date] ) -- find the MAX date in the selected period
VAR _MaxD1ML =
    DATE ( YEAR ( _MaxD ), MONTH ( _MaxD ), 1 ) - 1 -- find the last date of the month before MAX date
VAR _MaxD1M =
    DATE ( YEAR ( _MaxD1ML ), MONTH ( _MaxD1ML ), DAY ( _MaxD ) ) -- find the same day in the last month of the MAX date
RETURN
    CALCULATE (
        SUM ( table[column] ),
        FILTER ( ALL ( table ), table[date] >= _MinD && table[date] <= _MaxD1M )
    )

     

     

     

    If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
    Appreciate your Kudos!!
    LinkedIn:     www.linkedin.com/in/vahid-dm/

     

     



  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    4 years ago

    Hi,

    Try these measures

    Total = sum(Data[Sales])

    Total till previous month = calculate([Total],datesbetween(calendar[date],min(calendar[date]),edate(min(calendar[date]),-1)))

    Ensure that the Date slicer is built from the Calendar Table.

    Hope this helps.

  • v-angzheng-msft's avatar
    v-angzheng-msft
    Community Support
    4 years ago

    Hi, greenlover 

    The formula VahidDM  provided works, but be aware that you can show the correct value on the total or on the card viusal.
    I have tried to make some modifications to the formula above, and you could try this formula:

    Measure 2 = 
var _minD=CALCULATE(MIN('Table'[Date]),ALLSELECTED('Table'))
var _maxD=CALCULATE(MAX('Table'[Date]))

var _r=CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Date]>=_minD&&'Table'[Date]<=EDATE(_maxD,-1)))

return _r

    Result:

    If you have a calendar table, then the formula Ashish_Mathur  provided will work for you too, but note that the Edate function is followed by max(Date), like:

    Total till previous month =
CALCULATE (
    [Total],
    DATESBETWEEN (
        calendar[date],
        MIN ( calendar[date] ),
        EDATE ( MAX ( calendar[date] ), -1 )
    )
)

    Please refer to the attachment below for details. Hope this helps.

     

     

    Best Regards,
    Community Support Team _ Zeon Zheng


    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.