Forum Discussion

Metricbits's avatar
Metricbits
Frequent Visitor
5 years ago
Solved

DATESYTD - use variable for year end date

Hi,

 

Does anyone know if I can somehow use the parameter for the year-end date? I would like "06-30" in below formula to be replaced with a parameter

 

 

 

 

Act GC YTD = CALCULATE (
    SUM ( 'General Ledger'[GrossAmt_GC] ),
    ALL ( 'Calendar' ),
    DATESYTD ( 'Calendar'[Date] , "06-30")
)

 

 

 

 

Need Help
  • v-robertq-msft's avatar
    v-robertq-msft
    5 years ago

    Hi, Metricbits 

    According to your description, I guess that you want to create a slicer to get the end date and calculate the sum of [GrossAmt_GC] based on the end date dynamically, right? I think you can try this method to achieve this:

    This is part of my test data based on your DAX formula:

     

    1. I create a calendar table and avoid the relationship between the main table with it:

     

    1. I created a measure like this:

     

    Act GC YTD =

var _year=YEAR(TODAY())

var _month=MONTH(MIN('Calendar'[Date]))

var _day=DAY(MIN('Calendar'[Date]))

return

CALCULATE(

    SUM('General Ledger'[GrossAmt_GC]),

FILTER(ALL('General Ledger'),[Date]>=DATE(_year,1,1)&&[Date]<=DATE(_year,_month,_day)))

     

    1. I create a Month-day slicer and a card chart to place this measure:

     

    And you can get what you want.

    You can download my test pbix file below

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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

4 Replies

  • mahoneypat's avatar
    mahoneypat
    Icon for Microsoft Employee rankMicrosoft Employee
    5 years ago

    Can you explain further what you are trying to accomplish?  Parameters are used in the query editor (What If Parameters on the DAX side).  If you want users to be able to dynamically select which year end to use, you could add a disconnected table with a text column (for the slicer) and a numeric or date column to be used in a Measure to dynamically adjust results based on the selected year end.

     

    Regards,

    Pat

     

    • Metricbits's avatar
      Metricbits
      Frequent Visitor
      5 years ago

      Yes, this is exactly what I am trying to do. I a nutshell, I am building a template that will be used by multiple orgs. They have different FY end dates. But when I try to put a reference to a table or column in this formula (DATESYTD), it PBI doesn't accept it. 

      • ak77's avatar
        ak77
        Icon for Post Patron rankPost Patron
        3 years ago

        Metricbits , i have the exact same requirement.. Were u able to achieve it ? Please share the outcome

  • v-robertq-msft's avatar
    v-robertq-msft
    Icon for Community Support rankCommunity Support
    5 years ago

    Hi, Metricbits 

    According to your description, I guess that you want to create a slicer to get the end date and calculate the sum of [GrossAmt_GC] based on the end date dynamically, right? I think you can try this method to achieve this:

    This is part of my test data based on your DAX formula:

     

    1. I create a calendar table and avoid the relationship between the main table with it:

     

    1. I created a measure like this:

     

    Act GC YTD =

var _year=YEAR(TODAY())

var _month=MONTH(MIN('Calendar'[Date]))

var _day=DAY(MIN('Calendar'[Date]))

return

CALCULATE(

    SUM('General Ledger'[GrossAmt_GC]),

FILTER(ALL('General Ledger'),[Date]>=DATE(_year,1,1)&&[Date]<=DATE(_year,_month,_day)))

     

    1. I create a Month-day slicer and a card chart to place this measure:

     

    And you can get what you want.

    You can download my test pbix file below

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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