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PDTV
Frequent Visitor

Dax YTD with Calendar in format YYYYMM

I have write a YTD measure and it works fine if my columns are Year, Month. However, it doesn't work if I want to use the column yyyymm. Please help me fix it.

Thank you so much

PDTV_0-1729250439761.png

 

1 ACCEPTED SOLUTION
Kedar_Pande
Super User
Super User

For the yyyymm format (Yr_M), you can use a modified approach by transforming the Yr_M values into proper date formats:

SO Amt YTD_FF = 
CALCULATE(
SUM('Table'[SO Amt]),
FILTER(
ALL('Table'),
'Table'[Yr_M] <= MAX('Table'[Yr_M]) &&
YEAR(DATE(LEFT('Table'[Yr_M], 4), MID('Table'[Yr_M], 5, 2), 1)) = YEAR(TODAY())
)
)

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

If the YYMMM column is from the Calendar Table, then try this

Measure = calculate([Sales],datesytd(calendar[date],"31/12")))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Kedar_Pande
Super User
Super User

For the yyyymm format (Yr_M), you can use a modified approach by transforming the Yr_M values into proper date formats:

SO Amt YTD_FF = 
CALCULATE(
SUM('Table'[SO Amt]),
FILTER(
ALL('Table'),
'Table'[Yr_M] <= MAX('Table'[Yr_M]) &&
YEAR(DATE(LEFT('Table'[Yr_M], 4), MID('Table'[Yr_M], 5, 2), 1)) = YEAR(TODAY())
)
)

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn

Thank you so much! It works perfectly now.

I would like to ask if I don't want Year (Today), how can I change it?

PDTV_0-1729480415595.png

 

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