Dax Assistance - YTD unless Q1 then previous Year YTD

[agd50]

how would you do calculation for YTD, unless it's Q1 of a new year then give the total YTD of last year.

How would that look?

TIA

[v-heq-msft · Accepted solution]

Hi @agd50 ,

Here some steps that I want to share, you can check them if they suitable for your requirement.

Here is my test data:

1.Create a measure

YTD_Conditional = 
VAR CurrentQuarter = QUARTER(TODAY())
VAR CurrentYear = YEAR(TODAY())
RETURN
IF(
    CurrentQuarter = 1,
    CALCULATE(
        SUM('Table'[Amount]),
        FILTER(
            ALL('Table'),
            YEAR('Table'[Date]) = CurrentYear - 1
        )
    ),
    TOTALYTD(
        SUM('Table'[Amount]),
        'Table'[Date]
    )
)

2.Final output
Please note that today() is 2024/01/11

Best regards

Albert He

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

[gadielsolis]

Hello,

Please try the following DAX:

        IF(QUARTER(SELECTEDVALUE('Table'[Date]))=1,

        CALCULATE(SUM('Table'[Amount]),PREVIOUSYEAR('Table'[Date])),

        CALCULATE(SUM('Table'[Amount]),DATESYTD('Table'[Date])))

if this works please mark this message as solution, thank you.