Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Help with comparting data dates

Hi,   I would like to do some calculations with the below data. YTD - which I know I could use the TOTALYTD + Filter   TotalYTD - Actual = TOTALYTD(Sum('Table'[GM]),'Table'[Full Date],FILTER('Ta...
Need Help
  • v-juanli-msft's avatar
    v-juanli-msft
    7 years ago

    Hi Anonymous

    The formula in your lastest post is correct to solve this problem.

    So far, it is a useful workaround for your problem.

     

    The penultimate one shows a incorrect formula.

    MinDate =
    CALCULATE (
     MIN ( 'Table'[Full Date] ),
     FILTER ( 'Table', 'Table'[Measure Version] = "Actual" ),
     FILTER ( 'Table', 'Table'[Full Date] = YEAR ( 2018 ) )  //incorrect 
    )

    Please see reference how to use "calculate" with "filter"

    https://www.sqlbi.com/articles/filter-arguments-in-calculate/

     

    If the formula is used in a measure, you could use the following instead.

    YTD Plan =
VAR TableMaxDate =
    CALCULATE (
        MAX ( 'Table'[Full Date] ),
        FILTER ( ALL ( 'Table' ), 'Table'[Measure Version] = "Actual" )
    )
VAR MinDate =
    CALCULATE (
        MIN ( 'Table'[Full Date] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Measure Version] = "Actual"
                && YEAR ( 'Table'[Full Date] ) = 2018  //from the information, it seems it is no 
                                                             need to add this part, if so, 
                                                             you could delete this part    
        )
    )
RETURN
    CALCULATE (
        SUM ( 'Table'[GM] ),
        FILTER ( 'Table', 'Table'[Measure Version] = "Plan" ),
        DATESBETWEEN ( DIM_Date[Date], MinDate, TableMaxDate )
    )

    Best Regards

    Maggie

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Try using the following code:

YTD LY = 
VAR TableMaxDate=
    CALCULATE ( MAX ( 'Table'[Full Date] ), ALL ( Table ) )
RETURN
    CALCULATE (
        [TotalYTD - Actual],
        SAMEPERIODLASTYEAR (
            INTERSECT (
                VALUES ( 'DIM_Date'[Date] ),
                DATESBETWEEN ( 'DIM_Date'[Date], BLANK (), TableMaxDate )
            )
        )
    )
Anonymous's avatar
Anonymous
Not applicable
7 years ago

Sadly that comes back with the same answer as ;

 

Last Year = 
CALCULATE (
    [TotalYTD - Actual],
    SAMEPERIODLASTYEAR ( DIM_Date[Date] )
)
  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Try changing your totalYTD code to the following:

    TotalYTD - Actual =
IF (
    MIN ( 'DIM_Date'[Date] ) <= CALCULATE ( MAX ( 'Table'[Full Date] ), ALL ( Table) ),
TOTALYTD(Sum('Table'[GM]),'Table'[Full Date],FILTER(Table,'Table'[Measure Version]="Actual"))
)

    And can you post a pictore of your results? Then I get a bit more information on what is happening on your side.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi,

       

      I have tried to copy your code but I am getting this error

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        I forgot to place the "=" in the measure. So now it sees the measure as the measure name instead of the actual measure.

        TotalYTD - Actual =
IF (
MIN('DIM_Date'[Date]) <= CALCULATE(MAX('Table'[Full Date]),ALL('Table'),
TOTALYTD(Sum('Table'[GM]),'Table'[Full Date],FILTER(Table, 'Table'[Measure Version]="Actual"))
)