Display YTDPrevious month and YTDtwoMonthsAgo

[Anonymous]

Hi Community..!!

Please refer above pic,

I am calculating YTD here,

1. I want to display  Feb result to march and march result to april and so on.

2. I want to display Feb result to April and March result to May and so on.

I have used below logic for calculating current month YTD.

YTD_CurrentMonth = CALCULATE(SUM(EDA_Trenline_Sales_Leo[sales]),DATESYTD(res_month[MONTH-1]))

Please help me out to reach the above result.

Thanks,

Prasad Patil

[danextian]

Hi @Anonymous ,

You can use OFFSET to get the YTD before the current row or before that but he exact formula will vary depending on the dimension in the visual.

YTD sum = 
CALCULATE ( [Sales], DATESYTD ( d_Dates[Date] ) )

YTD LM = 
CALCULATE (
    [YTD sum],
    OFFSET (
        -1,
        ALLSELECTED ( d_Dates[Year], d_Dates[Month Short], d_Dates[Month Number] ),
        ORDERBY ( d_Dates[Month Number] )
    )
)

YTD 2LM = 
CALCULATE (
    [YTD sum],
    OFFSET (
        -2,
        ALLSELECTED ( d_Dates[Year], d_Dates[Month Short], d_Dates[Month Number] ),
        ORDERBY ( d_Dates[Month Number] )
    )
)

Please see attached sample pbix.

[Anonymous]

Thank u @danextian 

Your solution also works..!!

[rajendraongole1]

Hi @Anonymous -  can you try with below logic

Shifted YTD Actuals =
VAR CurrentDate = MAX('Date'[Date])
VAR ShiftedDate = EOMONTH(CurrentDate, -1)
RETURN
CALCULATE(
[YTD Actuals],
DATESINPERIOD('Date'[Date], ShiftedDate, MONTH, 1)
)

it works for month, instead of month replace with Year and check. 

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[Anonymous · Accepted solution]

Thank u @rajendraongole1 

Its correct ,

just slight change in the calculation as per my requirement,

var current_date = MAX(res_month[MONTH-1])

var shift_date = EOMONTH(current_date,-1)

var result = CALCULATE([YTD_CurrentMonth],DATESINPERIOD(res_month[MONTH-1] ,shift_date,-1,MONTH))

RETURN result

just need to use -1 instade of +1

[rajendraongole1]

Great! @Anonymous 

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