Last Year MTD/QTD/YTD with dynamic end date

prasy14 · ‎03-16-2017

I have DAX Calculation MTD,LYMTD,QTD,LYQTD etc, The Sales table has Sales Date and it has relationship with Time Dimension table(Time'[PK_Date]). The issue is the data in Sales table based on Daily refresh. so, Sales Table will have data till yesterday if i refresh data today.

FYI, I have 'Time'[PK_date] slicer so, that users can select the date and all calculation will be based on that date.

According to my calculation below. MTD will be calculated from 1st of Month till Today(), but as i have data till yesterday in my system. So, data calculation for MTD is 1st of month till yesterday as there is no data of today in system. whereas my LYMTD is calculating till Today's date of last year but i want to calculate it by yesterday or Max date in sales table. how can i calculate LYMTD by max date in sale table date.

MTD = TOTALMTD(SUM(Sales[ Billed Sales]),'Time'[PK_Date])

LYMTD = TOTALMTD(SUM(Sales[Billed Sales]),SAMEPERIODLASTYEAR(DATESMTD('Time'[PK_Date])))

QTD = TOTALQTD(SUM(Sales[Billed Sales]),'Time'[PK_Date])

LYQTD = TOTALQTD(SUM(Sales[Billed Sales]),SAMEPERIODLASTYEAR(DATESQTD('Time'[PK_Date])))

parry2k · ‎03-16-2017

may be reduce one day for last period date something like this.

LYMTD = TOTALMTD(SUM(Sales[Billed Sales]),SAMEPERIODLASTYEAR(DATESMTD(DATEADD('Time'[PK_Date]),-1,DAY))))

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prasy14 · ‎03-16-2017

Hi Parry2k ,

it not always one day... that is reason i want to do it by max date in sales table.

parry2k · ‎03-16-2017

in my opinion that doesn't make sense, if you are doing MTD, regardless how the weekdays are, you are always counting 1st of every month until some day of the month regardless previous month/quarter falls on weekend.

May be your queston is bit different than MTD?

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prasy14 · ‎03-16-2017

Yes, I am always counting 1 st every month and End date should be dynamic. Yes, i agree it does not depend on weekday or weekend,disregard my above example...the only point is it not always one day.