Forum Discussion
How to create custom YTD function
Hi Everyone,
I tried to create time intelligent function - TOTALYTD but it doesnt work for Fiscal year sorting based on my data set. So i want to create a custom YTD function that can add the values of the months cumulatively based on custom sorting (in my case Sep to Aug). Is this possible?
Please note that all your LTD and LYTD calculations are working correctly. But when trying to display Calendar year and ordered by financial month, it gives the wrong message. Please check my pbix file shared
LYTD GP Total = TOTALYTD(sum('GP Deployed'[Total]),DATEADD(Dates[Date],-12,MONTH),"8/31")https://www.dropbox.com/s/9g9uuqdcbvwexxz/PBIX%20View.pbix?dl=0
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Thanks.
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14 Replies
Hi sujitjena ,
Can you please share some sample data for test? It is hard to coding formula without any same data.
How to Get Your Question Answered Quickly
BTW, you can create a sorting table to achieve custom sorting, but it not works for time intelligence functions.
Custom Sorting in Power BI
Please use date function to manually filter on table records for rolling calculations.Time Intelligence "The Hard Way" (TITHW)
Regards,
Xiaoxin Sheng
Hi Anonymous : Sure, Please find the sample PBIX file at below link.
https://www.dropbox.com/sh/kvofpp1iijhy6wa/AAB3JM4s-NHy9GTeQQfoQD3wa?dl=0
Thanks,
Hi amitchandak : Its related to the same data in my earlier post and thanks for your help on that. Since my data set is not as per the actual year (2017 Sep is actually 2016 Sep till 2017 Dec is actually Dec 2016). So the time intelligence doesnt produce the right results even though it works great. So, i was wondering if i can create my own custom YTD function.
Try this
Cumm YTD = CALCULATE(sum('GP Deployed'[Total]),DATESBETWEEN(Dates[Date],STARTOFYEAR(Dates[Date],"8/31"),ENDOFMONTH(Dates[Date])))I think all other calc is also correct
But remember the sort put sep before Jan, in the case calendar year. So in Cal year 2017. We are seeing sep to dec of another year. Say 2018. And As data start from Jan it shows Jan 2017 to Aug 2017 as one year.
In case of 2018, the cal does not reset on Jan 2018, because it gets data from dec
You must input the 3rd parameter in TOTALYTD function as the Year-End-Date. For example, if your fiscal year start 01/07/2019 (dd/mm/yyyy) the TOTALYTD will like this TOTALYTD( [Total Sales], 'Date'[Date], "06-30" ).
Hope this help.
Hi chawalit : Yes, the 3rd parameter works. However, my problem is in the data set and not the TOTALYTD function. The actual data set is little wiered. since my Financial year starts from Sep, the date is tagged from Sep 16 to Aug 17 as 2017. Hence, the need to create a custom YTD function.
Hi sujitjena if you mean your fiscal year 2017 start form
Sep 16, Oct 16, Nov 16, Dec 16, Jan 17, Feb 17, Mar 17, Apr17, May 17, Jun17, Jul17, Aug 17
So, like our fiscal year start from Oct 16 - Sep 17 as fiscal year 2017. My dax for YTD as below:SalesYTD_FC = TOTALYTD( [Total Sales], 'Date'[Date], "09-30" )
