How to replace my YTD expression from old to new ?

[admin11]

Hi All

I have many table in many tab already using below expression for YTD :-

Sales YTD =

var _max = date(year(today())-0,month(today()),day(today()))

return

TOTALYTD(('SALES'[SALES_]),dateadd('DATE'[Date],-0,year),'DATE'[Date]<=_max)

Since @dvl_ctaul share with me a new YTD expression , which is flexible and dynamic :-

YTD_FLEX = CALCULATE (

[SALES_],

DATESYTD('DATE'[Date])

)

I don't want to create new table start from zero , it is very time consumming , since my existing table Sales YTD have link with colorful condition look like below :-

May i know it there a better appraoch ?

Paul

[admin11]

Hi @VahidDM 

Thank you for sharing . 

i have 2 option :-

Option 1 :- To modify Sales YTD expression to below :-

YTD_FLEX = CALCULATE (

[SALES_],

DATESYTD('DATE'[Date])

)

Option 2 is to create a new YTD expression . and modify the Sales Vari % expression.

May i know which is best practice ?

Paul

[VahidDM · Accepted solution]

@admin11 Paul,

Both are same at the end.

If it was my report, I would use the Option 1.

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[admin11]

@VahidDM 

Since you are so experience , i belife your advise is correct . I will follow your foot step. 

Thank

[VahidDM]

Hi @admin11 

Your question is not clear for me! can you add more details?

BTW, You can update the SALES VARI% and use YTD_FLEX rather than SALES YTD, then just keep YTD_FLEX and SALES VARI% in the table visual. If your conditional formatting is based on the SALES VARI% value, it won't affect by this change.

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: www.linkedin.com/in/vahid-dm/