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SevsBo
Resolver I
Resolver I

DatesYTD ot TotalYTD with dynamic End Date set to TODAY?

As per the question, I am trying to do a count of items that appear in Table1 for this YTD and last year equivalent YTD.

So far I have tried usig DatesYTD and TotalYTD but neither seems to have the option to designate End Date as a dynamic TODAY. As in, I would like the count to always apply to all items we have had up to today from start of the year, and the same date last year from the start of last year.

 

Is this possible?

1 ACCEPTED SOLUTION
SevsBo
Resolver I
Resolver I

I've tried some of the suggestions as mentioned by @Greg_Deckler but ultimately reverted back to using the built in TOTALYTD with the following approach:

 

YTD test =
TOTALYTD(COUNTAX(FILTER('MainTable', filter criteria), MainTable[Date])

 

YTD LY test =
CALCULATE(
    [YTD test],
    SAMEPERIODLASTYEAR(MainTable[Date]))

 

The results are still not correct if I use a simple card visual. For some reason the YTD LY test returns more results than what I get with either date filtering on YTD test visual, or by filtering the source data in the Table view to correlate the results.

 

HOWEVER, the YTD LY test works perfectly once it's part of a KPI visual or a line chart, so that seems to solve my main use case, even if the simple Card visual would have been useful. 

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

If your Calendar Table goes only uptil Today, then these measures will work

YTD sales = calculate([sales],datesytd(calendar[date],"31/12"))

YTD sales in SPLY = calculate([YTD sales],sameperiodlastyear(calendar[date]))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
SevsBo
Resolver I
Resolver I

I've tried some of the suggestions as mentioned by @Greg_Deckler but ultimately reverted back to using the built in TOTALYTD with the following approach:

 

YTD test =
TOTALYTD(COUNTAX(FILTER('MainTable', filter criteria), MainTable[Date])

 

YTD LY test =
CALCULATE(
    [YTD test],
    SAMEPERIODLASTYEAR(MainTable[Date]))

 

The results are still not correct if I use a simple card visual. For some reason the YTD LY test returns more results than what I get with either date filtering on YTD test visual, or by filtering the source data in the Table view to correlate the results.

 

HOWEVER, the YTD LY test works perfectly once it's part of a KPI visual or a line chart, so that seems to solve my main use case, even if the simple Card visual would have been useful. 

Greg_Deckler
Super User
Super User

@SevsBo 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-TIT...

 

Also this: Better Year to Date Total - Microsoft Fabric Community



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