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jfajar's avatar
jfajar
New Member
2 years ago
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Is In YTD Filter

Hi!   I have a column called "isinytd" which is a "Yes" or "No" Column.   When "Yes" is selected, the current output gives all the months YTD - Jan 2023 To Oct 2023   However, I need a new calc...
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  • Greg_Deckler's avatar
    Greg_Deckler
    2 years ago

    jfajar Is that a calculated column? Are both Date and IsInYTD columns in the same table (Calendar) ? Not sure what's going on with the DAX solution. In Power Query you could do this:

     

     

    if Date.IsInYearToDate([Column1]) = true and [Column1] <= Date.EndOfMonth(Date.AddMonths(Date.From(DateTime.LocalNow()), -1)) then "YTD" else "No YTD")

     

     

Greg_Deckler's avatar
Greg_Deckler
Community Champion
2 years ago

jfajar Use a filter of something like:

 

[isinytd] = "Yes" && [Date] <= EOMONTH(TODAY(), -1)

jfajar's avatar
jfajar
New Member
2 years ago

HI Greg_Deckler 

 

Thank you for your update.

 

Just as a reference, here is a query on the back end for isinytd:

if Date.IsInYearToDate([Date])=true then "YTD" else "No YTD"

 

Is there some modification I could make to this back end query for the above logic? 

Here is the logic I used to create a column on the front end based on your suggestion:

IsInYTDTrial = IF([IsInYTD] = "Yes" && 'Calendar'[Date] <= EOMONTH(TODAY(), -1),"YTD", "No")
But the output of this column looks like this: