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

Hi Anonymous

 

 

I would like it to show the data without the missing actual data, from this i would also do a variance formula between all of the values.

 

So the highlighted red section is never shown and also i get a true YTD compared with the current YTD.

 

Thanks

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi Anonymous,

 

I think you can solve your problem with the following measures:

YTD = 
IF (
    MIN ( 'DIM_Date'[Date] ) <= CALCULATE ( MAX ( 'Table'[Full Date] ), ALL ( Table) ),
    CALCULATE(Sum('Table'[GM]),DATESYTD('DIM_Date'[Date]))
)
YTD LY = 
VAR TableMaxDate=
    CALCULATE ( MAX ( 'Table'[Full Date] ), ALL ( Table) )
RETURN
    CALCULATE (
        [YTD],
        SAMEPERIODLASTYEAR (
            INTERSECT (
                VALUES ( 'DIM_Date'[Date] ),
                DATESBETWEEN ( 'DIM_Date'[Date], BLANK (), TableMaxDate )
            )
        )
    )

You can then use a matrix visual and place DIM_Date[Date] in the rows and table[Measure Version] on columns.

 

I think that that will give your desired result.

 

You can also make your own filter measures with

YTD Filtered = CALCULATE([YTD],FILTER(Table,'Table'[Measure Version] = "@Filtered measure version"

And replace the [YTD] in the YTD LY with the YTD Filtered. But this means that you have to create 7 measures in total instead of 2.