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Naveen29
Helper I
Helper I

DAX Help

I have two KPI cards in the same dashboard along with Month/year slicers
KPI MTD - Current Month vs Previous Year Month comparison - This is fine when selects the one single month from slicer
KPT YTD - This is current Year YTD vs previous Year YTD - It is not aggregating when selecting single Month from slicer. ( Ex: when July month , the data should aggregate from Jan to July )
How to create YTD vs PYTD measures in the scenario.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Naveen29 , Ideally Totalytd should help with date table

 

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))

 

or you can force if needed

 

YTD QTY forced=
var _max = maxx(allselected('Date'),'Date'[date])
return
if(max('Date'[Date])<=_max, calculate(Sum('order'[Qty]),DATESYTD('Date'[Date])), blank())
//calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced=
var _max1 =maxx(allselected('Date'),'Date'[date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

 

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

View solution in original post

2 REPLIES 2
v-xiaoyan-msft
Community Support
Community Support

Hi @Naveen29 ,

 

Does the replies above solve your problem? If it has been solved, please mark the correct reply as the standard answer to help the other members find it more quickly.Thank you very much for your kind cooperation!

 

Hope it helps,


Community Support Team _ Caitlyn

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

amitchandak
Super User
Super User

@Naveen29 , Ideally Totalytd should help with date table

 

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))

 

or you can force if needed

 

YTD QTY forced=
var _max = maxx(allselected('Date'),'Date'[date])
return
if(max('Date'[Date])<=_max, calculate(Sum('order'[Qty]),DATESYTD('Date'[Date])), blank())
//calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced=
var _max1 =maxx(allselected('Date'),'Date'[date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

 

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

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