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bw70316's avatar
bw70316
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7 years ago
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FYTD Daily % Measure Needed -- DAX

what would the DAX equation be to achieve the daily FYTD % numbers. Basically, July 1 = 1/365, July 2= 2/365, etc. So that June 30 = 365/365

  • Hi bw70316

    If you want to calcuate values based on the date in this period: year/7/1~year+1/6/30,

    Ashish_Mathur and mattbrice provide good solutions, 

    as tested, i use their formula to create two measures:

    s1 = CALCULATE(SUM('Data'[value]),DATESYTD('Table'[Date],"6/30"))
    
    s2 = TOTALYTD(SUM('Data'[value]),'Table'[Date],"6/30")

    to get the percent as shown, 

    please create calcuated columns in the calendar table (called "Table" in my test)

    year = YEAR('Table'[Date])
    
    month = MONTH('Table'[Date])
    
    day = DAY('Table'[Date])
    
    total_days =
    IF (
        [month] >= 7,
        DATEDIFF ( DATE ( [year], 7, 1 ), DATE ( [year] + 1, 6, 30 ), DAY )
            + 1,
        DATEDIFF ( DATE ( [year] - 1, 7, 1 ), DATE ( [year], 6, 30 ), DAY )
            + 1
    )
    

    then create measures:

    count_date = CALCULATE(COUNT('Table'[Date]),DATESYTD('Table'[Date],"6/30"))
    
    FYTD % = [count_date]/MAX('Table'[total_days])
    
    FYTD _format = [count_date]&"/"&MAX('Table'[total_days])

    Best Regards

    Maggie

     


    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Hi bw70316

    Do these replies help to slove your problem?

    If not, please let me know.

     

    Best regards

    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • Hi,

     

    Try this

     

    =CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"30/6"))

     

    Hope this helps.

  • TOTALYTD ( SUM ( Table[Value] ) , DimDate[Date], "06/30" )

  • v-juanli-msft's avatar
    v-juanli-msft
    Icon for Community Support rankCommunity Support

    Hi bw70316

    If you want to calcuate values based on the date in this period: year/7/1~year+1/6/30,

    Ashish_Mathur and mattbrice provide good solutions, 

    as tested, i use their formula to create two measures:

    s1 = CALCULATE(SUM('Data'[value]),DATESYTD('Table'[Date],"6/30"))
    
    s2 = TOTALYTD(SUM('Data'[value]),'Table'[Date],"6/30")

    to get the percent as shown, 

    please create calcuated columns in the calendar table (called "Table" in my test)

    year = YEAR('Table'[Date])
    
    month = MONTH('Table'[Date])
    
    day = DAY('Table'[Date])
    
    total_days =
    IF (
        [month] >= 7,
        DATEDIFF ( DATE ( [year], 7, 1 ), DATE ( [year] + 1, 6, 30 ), DAY )
            + 1,
        DATEDIFF ( DATE ( [year] - 1, 7, 1 ), DATE ( [year], 6, 30 ), DAY )
            + 1
    )
    

    then create measures:

    count_date = CALCULATE(COUNT('Table'[Date]),DATESYTD('Table'[Date],"6/30"))
    
    FYTD % = [count_date]/MAX('Table'[total_days])
    
    FYTD _format = [count_date]&"/"&MAX('Table'[total_days])

    Best Regards

    Maggie

     


    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • v-juanli-msft's avatar
    v-juanli-msft
    Icon for Community Support rankCommunity Support

    Hi bw70316

    Do these replies help to slove your problem?

    If not, please let me know.

     

    Best regards

    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.