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avulasandeep
Helper III
Helper III

Difference of THIS YEAR YTD and LAST YEAR YTD

Hi  Everyone ,  

 

here i have one question that i need subtraction of YTD of one year with YTD of another Year. 

 

As i mentioned requirement in below screenshot.

req1.jpgreq 2.jpg 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please Tell me is that possible  the Difference of the YTD of  this  year - YTD of last year.

 

Thanks 

Sandeep

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Assuming you have a Calendar Table (if you don't, use the date field on current table), create YTD measure (change name of tables and columns):

 

VALUE YTD = 
IF(
	ISFILTERED('Calendar'[Date]);
	ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column.");
	TOTALYTD(SUM('TABLE'[VALUE]; 'Calendar'[Date].[Date])
)

Create Previous YTD measure:

 

VALUE PYTD = 
VAR pytddate1 = DATEADD(DATEADD(DATEADD(ENDOFYEAR ( 'Calendar'[Date] );-1;YEAR);1;DAY);-1;YEAR)
VAR pytddate2 = DATEADD ( ENDOFMONTH ( 'Calendar'[Date] ); -1; YEAR )
RETURN
CALCULATE (
    SUM['TABLE'[VALUE];
    FILTER (
        ALL ( 'Calendar'[Date] );
        'Calendar'[Date]
            >= pytddate1
            && 'Calendar'[Date] <= pytddate2
    )
)

Then calculate the difference:

 

VALUE PYTDG = [VALUE YTD] - [VALUE PYTD]

View solution in original post

4 REPLIES 4
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @avulasandeep,

You need a calendar table as @Anonymous said, and please mark the right reply as answer if you have resolved your issue.

Thanks,
Angelia

Anonymous
Not applicable

Assuming you have a Calendar Table (if you don't, use the date field on current table), create YTD measure (change name of tables and columns):

 

VALUE YTD = 
IF(
	ISFILTERED('Calendar'[Date]);
	ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column.");
	TOTALYTD(SUM('TABLE'[VALUE]; 'Calendar'[Date].[Date])
)

Create Previous YTD measure:

 

VALUE PYTD = 
VAR pytddate1 = DATEADD(DATEADD(DATEADD(ENDOFYEAR ( 'Calendar'[Date] );-1;YEAR);1;DAY);-1;YEAR)
VAR pytddate2 = DATEADD ( ENDOFMONTH ( 'Calendar'[Date] ); -1; YEAR )
RETURN
CALCULATE (
    SUM['TABLE'[VALUE];
    FILTER (
        ALL ( 'Calendar'[Date] );
        'Calendar'[Date]
            >= pytddate1
            && 'Calendar'[Date] <= pytddate2
    )
)

Then calculate the difference:

 

VALUE PYTDG = [VALUE YTD] - [VALUE PYTD]
Greg_Deckler
Super User
Super User

So, if you have a separate Date table, then you should be able to use time intelligence functions and the general format of those would be:

 

Sales YTD = TOTALYTD(Sum('Sales'[Revenue]),'Date'[Date])

Sales LY YTD = CALCULATE ([Sales YTD], SAMEPERIODLASTYEAR ('Date'[Date]))

Sales Var = [Sales YTD]-[Sales LY YTD]

If you do not have a separate date table either create one or check out my Time Intelligence The Hard Way Quick Measure:

 

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...



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Anonymous
Not applicable

Well... I'm glad I also replied because I learned something... hehehe

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