Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

July 7 - July 17 | Round 2 of the Power BI Dataviz World Championships. Don't miss your chance! Learn more

Reply
ErickReiis
Helper I
Helper I

Dynamic data segmentation

Good morning people, everything fine ?

I'm doing a project where I need the data segmentation to keep up with today's date every day.

Which would be a visualization analyzing the amount of products sold YTD (Year to Date)

So if today is 04/14/2022, tomorrow I need it to be dynamic and when accessing it, follow it to 04/15/2022.

It's possible ?
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@ErickReiis , Do you need YTD based on today ?

 

example

 

YTD Today=
var _min = date(year(today()),1,1)
var _day = today()
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

LYTD =
var _min = date(year(today())-1,1,1)
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max))

 

 

If you can default date

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

 

 

You need column like this to default

Date Type = SWITCH(TRUE(),'Date'[Date]=TODAY(),"Today"
,'Date'[Date]=TODAY()-1,"Yesterday"
,'Date'[Date]&"")

 

 

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@ErickReiis , Do you need YTD based on today ?

 

example

 

YTD Today=
var _min = date(year(today()),1,1)
var _day = today()
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

LYTD =
var _min = date(year(today())-1,1,1)
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max))

 

 

If you can default date

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

 

 

You need column like this to default

Date Type = SWITCH(TRUE(),'Date'[Date]=TODAY(),"Today"
,'Date'[Date]=TODAY()-1,"Yesterday"
,'Date'[Date]&"")

 

 

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
FabCon and SQLCon Barcelona 2026

FabCon & SQLCon – Barcelona 2026

Join us in Barcelona for FabCon and SQLCon, the Fabric, Power BI, SQL, and AI community event. Save €200 with code FABCMTY200.

60 days of Data Days Carousel

Data Days 2026

Join Fabric Data Days 2026: 60 days of free live/on-demand sessions, challenges, study groups, and certification opportunities.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.