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Anonymous's avatar
Anonymous
Not applicable
8 years ago

Creating a YTD flag on a date

Hi   Could someone help?   I have read a lot of questions and answers that focus on summing or counting a field based on a year to date calculation, but I can't find how to simply flag a date to ...
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v-ljerr-msft's avatar
v-ljerr-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi Anonymous,

Ideally does anyone have a formula to flag a day as being in the last year to date. I suppose I could do with a Financial Year that starts on the 1st of July each year.

The DATESYTD function has an optional parameter called year_end_date, which is a literal string with a date that defines the year-end date. The default is December 31. 

 

So in your scenario, you can specify it as "July 1" in your YTD measure. The formula below is for your reference. :smileyhappy:

YTD Sales=
CALCULATE (
    SUM ( InternetSales_USD[SalesAmount_USD] ),
    DATESYTD ( DateTime[DateKey], "July 1" )
)

 

Regards

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Hi

     

    Thanks for the response.

     

    I am not sure about the Summarize function? Do you mean to create a column with an amount of sales in the current year to date? I have done this but I am unsure what the result is telling me? It seems to be multiplying all of the sales data exponentially and not really showing a year to date figure. Do you know how the field would be queried or displayed? Also, why can't a flag be added to the date table to show the date as being in the last year to date as opposed to creating the sum?

     

    Thanks