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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Future Month YTD calculation

Hi Community..!! My requirement is to calculate future YTD. For Ex: Now we are in month of May 2024 , I need to calculated YTD starting from July month + 5 month  its need to start from July month...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Anonymous ,

     

    Thanks for the reply from amitchandak .

     

    Here is the sample data I created:

    Date

    Sales

    1/1/2024

    100

    2/1/2024

    200

    3/1/2024

    150

    4/1/2024

    250

    5/1/2024

    160

    6/1/2024

    240

    7/1/2024

    320

    8/1/2024

    280

    9/1/2024

    420

    10/1/2024

    310

    11/1/2024

    180

    12/1/2024

    280

    1/1/2024

    100

    2/1/2024

    200

    3/1/2024

    150

    4/1/2024

    250

    5/1/2024

    160

    6/1/2024

    240

    7/1/2024

    320

    8/1/2024

    280

    9/1/2024

    420

    10/1/2024

    310

    11/1/2024

    180

    12/1/2024

    280

     

    Create a disconnected date table and create a month column in both the date table and the master table:

    Date = CALENDAR(MIN('Sales'[Date]),MAX('Sales'[Date]))
    
    Month = MONTH('Date'[Date])
    
    Month = MONTH('Sales'[Date])

     

    Create a measure in the Sales table:

    Accumulated Sales =
    VAR _curMon = MAX('Date'[Month])
    VAR _staMon = _curMon + 2
    VAR _endMon = _staMon + 5
    RETURN
    CALCULATE(
    SUM('Sales'[Sales]),
    FILTER(
    ALL('Sales'),
    'Sales'[Month] >= _staMon
    &&
    'Sales'[Month] <= _endMon
    ))

     

    This measure calculates the Sum of Sales from the next two months to the next six months of the current month.

     

    The visual effect of the page is as follows:

     

    If your problem cannot be solved successfully, please provide me with sample data or pbix file. Please be careful to erase sensitive information and do not log in to your account when uploading the pbix file in Power BI Desktop.

     

    The pbix file is attached.

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Anonymous 

    Thanks for the solution.

    There is bit change in the calculation as below code,

     

    Spend Optimize month range 2-6 =
    var selected_month = MAX('Automated Monthly'[Month-Year])
    var futureTwoMonths = EOMONTH(selected_month,1) + 1
    var futureSixMonths = EOMONTH(futureTwoMonths,5)
    var result = CALCULATE(SUM('Automated Monthly'[Optimized Spend]),
                            'Automated Monthly'[Month-Year] >= futureTwoMonths &&  'Automated Monthly'[Month-Year] <= futureSixMonths)        
    RETURN result
     
    To create var futureTwoMonths we have to use +1 at the end
    that time works for me.
     
    Thank u so much..!!