DAX calculate sum of current year.

[mcornfield]

Hello, 

I am trying to Create a measure in DAX that only looks at the Current Year Sales. I can do this with This Formula

Total Rev 2020 = CALCULATE(SUM(SalesAnalytics[Revenue Net]),'Date Table'[Year]="2020")

But I don't want to have to change the year every year that passes.

I read about this formula that I tried:

Total Rev CY = CALCULATE(SUM(SalesAnalytics[Revenue Net]), Year('Date Table'[Date])=YEAR(Today()))

But it repeats the Sum over all the months as you can see in this screenshot.

[Ashish_Mathur]

Hi,

Create a Year slicer from the Date Table and select 2020 there.  Then just use this measure

=SUM(SalesAnalytics[Revenue Net])

Hope this helps.

[amitchandak]

@mcornfield , best it use time intelligence with date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
//Only year vs Year, not a level below

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

Year Rank = RANKX(all('Date'),'Date'[Year Start date],,ASC,Dense)	
This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[darentengmfs · Accepted solution]

Hi @mcornfield 

You probably can just apply a relative date filter on the measure.

Total Rev = SUM(SalesAnalytics[Revenue Net])

Put [Total Rev] in a visual and put a date filter on the visual with Relative Date > in in this > Year

Alternatively, you can try creating a YTD measure: YTD Sales = CALCULATE(SUM(SalesAnalyticspRevenue Net]), DATESYTD('DateTable'[Date],"12/31"))

[Fowmy]

@mcornfield 

Where is the screenshot?
can you attache it?

________________________

If my answer was helpful, please consider Accept it as the solution to help the other members find it

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