DAX - Year To Max Date

i would like to calculate a volume for Year (starting 01/04/2024) to max date of a date table for example (21/04/2024).

i have a date table, and a data table with volumes.

Thank youy

Need Help

Anonymous

2 years ago

Hi NewbieJono

You may try these measures for Current YTD and Last Year YTD in the same date range.

YTD =
VAR maxDate = CALCULATE ( MAX ( 'DateTable'[Date] ), ALL ( 'DateTable' ) )
VAR curYear = YEAR ( maxDate )
VAR startDate = DATE ( IF ( MONTH ( maxDate ) < 4, curYear - 1, curYear ), 4, 1 )
RETURN
    CALCULATE (
        SUM ( 'Table'[volume] ),
        ALL ( 'DateTable'[Date] ),
        'DateTable'[Date] >= startDate,
        'DateTable'[Date] <= maxDate
    )

LY YTD =
VAR maxDate = EDATE ( CALCULATE ( MAX ( 'DateTable'[Date] ), ALL ( 'DateTable' ) ), -12 )
VAR curYear = YEAR ( maxDate )
VAR startDate = DATE ( IF ( MONTH ( maxDate ) < 4, curYear - 1, curYear ), 4, 1 )
RETURN
    CALCULATE (
        SUM ( 'Table'[volume] ),
        ALL ( 'DateTable'[Date] ),
        'DateTable'[Date] >= startDate,
        'DateTable'[Date] <= maxDate
    )

Best Regards,
Jing
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4 Replies

Greg_Deckler
Community Champion
2 years ago
NewbieJono You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

Otherwise, provide sample data. Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
- NewbieJono
  Post Partisan
  2 years ago
  Sorry i am very new to dax.
  
  i just want to add my total form 01 April to date in one metric. and another metric to show the total of the same date range.
  
  i tried same period last year but it seems to be returning the whole months volumes
  - Ashish_Mathur
    Super User
    2 years ago
    Hi,
    
    Share data in a format that can be pasted in an MS Excel file. For that dummy dataset, show the expected result.