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IamTDR's avatar
IamTDR
Icon for Responsive Resident rankResponsive Resident
2 years ago
Solved

DAX Help: Running YTD Total by Day

Looking for help on this Dax Measure I wrote.  Below is the Measure that Needs Adjusting Note - Company Fiscal Year is May - April PY Net Sales = SWITCH([Selected Period], "MTD", CALCULATE(SUM(S...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi,

    Thanks for the solution Greg_Deckler  and 123abc  offered and i want to offer some more information for user to refer to.

    hello IamTDR , you can create the following measure

    MEASURE =
VAR a =
    CALCULATE (
        MIN ( Dim_Date[Date] ),
        ALL ( Dim_Date ),
        Dim_Date[Fiscal Year] = 2024
    )
RETURN
    IF (
        SUM ( 'Table'[sales_net] ) <> BLANK ()
            && MAX ( Dim_Date[Fiscal Year] ) = 2024,
        CALCULATE (
            SUM ( 'Table'[sales_net] ),
            FILTER ( Dim_Date, [Date] >= a && Dim_Date[Date] <= EDATE ( TODAY (), -12 ) )
        )
    )

    Ouptut

    Best Regards!

    Yolo Zhu

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

     

IamTDR's avatar
IamTDR
Icon for Responsive Resident rankResponsive Resident
2 years ago

Thanks for the reply
I am not getting the desired outcome with the proposed measure.
Adding a screenshot of some sample data.
So if my End-User is Selecting the  Month 'AUG' and they want to switch between MTD and YTD

 

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi,

Thanks for the solution Greg_Deckler  and 123abc  offered and i want to offer some more information for user to refer to.

hello IamTDR , you can create the following measure

MEASURE =
VAR a =
    CALCULATE (
        MIN ( Dim_Date[Date] ),
        ALL ( Dim_Date ),
        Dim_Date[Fiscal Year] = 2024
    )
RETURN
    IF (
        SUM ( 'Table'[sales_net] ) <> BLANK ()
            && MAX ( Dim_Date[Fiscal Year] ) = 2024,
        CALCULATE (
            SUM ( 'Table'[sales_net] ),
            FILTER ( Dim_Date, [Date] >= a && Dim_Date[Date] <= EDATE ( TODAY (), -12 ) )
        )
    )

Ouptut

Best Regards!

Yolo Zhu

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

 

  • IamTDR's avatar
    IamTDR
    Icon for Responsive Resident rankResponsive Resident
    2 years ago

    Thanks all for the much needed help on this!