How to modify the YTD expression less 1 month ?

[admin11]

Hi All

_YTD_EXP = CALCULATE(CALCULATE(GL[AMOUNT_EXP_]*-1,DATESYTD('DATE'[Date],"12/31")))

Above expression work fine for last 3 year.

Due to account raw data alway arrive late , may i know how to modify the above expression to compute YTD less 1 month ?

Paul

[Ashish_Mathur]

Hi,

Try this measure

Measure 1 = calculate([AMOUNT_EXP_],datesbetween('Date'[Date],date(year(today()),1,1),eomonth(today(),-1)))

I have assumed that AMOUNT_EXP_ is already a measure you have written.  Measure 1 will calculate from Jan 1, 2022 to last date of the previous month i.e. May 31, 2022.

Hope this helps.

[admin11]

Hi @Ashish_Mathur 

May be it is better to modify LYTD expression , to reduce one more month , instead of YTD :-

_LYTD_EXP =

VAR _max =

DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), 1 )

RETURN

TOTALYTD (

( 'GL'[AMOUNT_EXP] ),

DATEADD ( 'DATE'[Date], -1, YEAR ),

'DATE'[Date] <= _max

)

[admin11]

@Ashish_Mathur 

i Get same result.

Above link is my PBI file

Paul

[Ashish_Mathur]

I do not understand your required result.  Please show the expected result clearly with a proper explanation.

[admin11]

@Ashish_Mathur 

Thank you for your help alway. appreciate very much. right now i am unable to show you . will post again when the time is right.

[Anonymous]

Hi @admin11 ,

Whether your problem has been resolved? If no, could you please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better  if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

In addition, please review the following thread which has the similar problem as yours, hope it can help you resolve the problem.

YTD expression less one month

Best Regards