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Anonymous's avatar
Anonymous
Not applicable
6 years ago

LY YTD Calculation

Hi,   I need assistance with creating a DAX formula for LY YTD values. FYI - I have a period slicer in my model (2 slicers, YEAR and QUARTER).   The problem is, the values in my model have...
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amitchandak's avatar
amitchandak
Super User
6 years ago

Please find the attached file. I have done it for qtr, but you can use the datesytd for ytd.

https://www.dropbox.com/s/9rkj9v2y74mdxny/Missingsales.pbix?dl=0

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    hi amitchandak  & Greg_Deckler ,

     

    Thank you both for your prompt replies.

     

    Both solutions can calculate YTD, however cannot calculate YTD filtering "actuals" only. 

     

    I can workout YTD, but the key component is for the period criteria to be dependent on figures being present in "actuals" beyond a certain date.

     

    Cheers,

    Dan