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

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

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
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.