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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")

     

     

jfajar's avatar
jfajar
New Member
2 years ago

Greg_Deckler Thank you for your update!

 

I was able to find a reference to this IsInYTD Formula on my backend query. It is as follows:

 

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

 

Is there a change I can make to this formula to get the logic I require?

 

I also tried creating a custom column on the front end based on your suggestion as follows:

 

IsInYTDTrial = IF([IsInYTD] = "Yes" && 'Calendar'[Date] <= EOMONTH(TODAY(), -1),"YTD", "No")
 
However, this is the output I get:

 

 

Greg_Deckler's avatar
Greg_Deckler
Community Champion
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")

 

 

  • jfajar's avatar
    jfajar
    New Member
    2 years ago

    Greg_Deckler Thank you! This was exactly what I needed!