Find YTD This, Last Year and Percent YTD Change

[drrai66]

Hello Experts,

So I searched a lot, but got  bit confused how to apply to my data which Looks Like This. It is Sample data for 2 Year Incidents, My actual dataset is bigger. So I have Application ID, Date of Incident and Number of Incidents in following data set.

Application ID	Date	Incidents
12345	1/1/2017	3
12345	1/2/2017	7
12345	2/1/2017	2
12345	3/1/2017	8
12345	3/2/2017	4
12345	3/3/2017	9
12345	4/1/2017	12
12345	4/3/2017	5
12345	5/1/2017	6
12345	6/1/2017	10
12345	7/1/2017	4
12345	8/1/2017	8
12345	9/1/2017	17
12345	10/1/2017	3
12345	11/1/2017	12
12345	12/1/2017	10
12345	12/31/2017	2
12345	1/1/2018	3
12345	1/3/2018	5
12345	2/4/2018	4
12345	3/1/2018	9
12345	3/6/2018	2
12345	3/7/2018	7
12345	4/1/2018	6
12345	4/4/2018	7

What I am Looking for is How to get These?

Total 2017: 122

YTD 2017: 50

YTD 2018: 43

% Change (YTD)=(43-50)/50=-14%

Currently we are in April 2018 so YTD 2017 would count upto 4 April 2017 as YTD which is 50. 

Please Help

Thanks

Deepak

[Tanvipaliwal]

Hi,

I'm stuck in a similar scenario for YTD percent change calculation. I have current year sales data from January to June. And year 2023 and 2022 complete sales data.

For YOY change I'm trying to show in a matrix view where current year after june the yoy change should consider the values for year 2023 and 2022.

any help is appreciated.

[Greg_Deckler · Accepted solution]

Try these on for size:

Total 2017 = CALCULATE(SUM(Incidents[Incidents]),FILTER(ALL(Incidents),YEAR([Date])=2017))

YTD 2018 = TOTALYTD(SUM(Incidents[Incidents]),Incidents[Date])

YTD 2017 = CALCULATE([YTD 2018],SAMEPERIODLASTYEAR(Incidents[Date]))

% Change YTD = ([YTD 2018]-[YTD 2017])/[YTD 2017]

[drrai66]

Greg,

I would accept the solution for the data I Posted. For My Dat aset which has 2 million rows and duplicated dates, I used my Knowledge of Tableau to get the Results. I did Similar calcuilations  in Power Bi by finding the functions I use in TABLEAU and got correct values.

Thanks a lot Sir!!!

Regards

Deepak

[Greg_Deckler]

Ah yes, duplicate dates would cause some issues. If you get a chance, post your solution, might help someone else out!

[drrai66]

Hi Greg,

Thanks a lot. I would get back  to you once I apply these to my actual data set. I am sure that this is what I am looking for.

Thanks

Deepak

[Greg_Deckler]

Sure, just for reference, my table was calle "Incidents". Also, those are all measures.

[drrai66]

I am Getting Error for YTD 2018...

The thing is my actual dataset has Duplicate dates so I am getting this Error: