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Priyesh
Frequent Visitor

How to Calculate YTD Based on Start Date and End Date Slicer.

Hi Team,

 

I am calculating YTD which is working fine. Below is my calculation-

 

YTD Derived Risk = TOTALYTD(
    (SUM(HCTA_FACT_CLM[DERIV_RISK_AMT_COMP])),
   'Calendar'[Date]
)
My requirement is that the YTD should work on a start and end date slicer. So That user will select the start Date and end date and the YTD should Calculate accodingly. I am not sure how to calculate the Start and End Date slicers and how they will work in the Dax to calculate YTD.
 
Any help would be really Appreciated.
 
3 REPLIES 3
Thennarasu_R
Responsive Resident
Responsive Resident

@Priyesh 

use this calculation to selcted date Cummulative

Cumulative Total Up To Selected Date =
VAR SelectedMaxDate = MAX('Date'[Date])
VAR SelectedMinDate = MIN('Date'[Date])
RETURN
SUMX(
    FILTER(
        ALL('Date'),  
        'Date'[Date] >=SelectedMinDate && 'Date'[Date] <= SelectedMaxDate
    ),
    CALCULATE(SUM('Table'[Value]))
)

Thanks,
Thennarasu R
Idrissshatila
Super User
Super User

Hello @Priyesh ,

 

check the following https://youtu.be/RH785pBFwDI?si=zbOK4Tx_jo2UYyPl

 



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Hi @Idrissshatila  This video is showing to calculate values between two dates. My requirenment is different I want to calculate YTD,MTD based on the selected date in my slicers.For example If I select start Month and end month in the Slicer the YTD should be calculated for the given period only. In Tableau we used to do the same using parameters but not sure about Power BI.

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