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Hi everyone,
I need some help with measures for Net Sales YTD PY (=Net Sales YTD Previous Year) and Net Sales YTD PY-1 (Net Sales YTD 2 years ago). For example, when filtering on 'Year = 2022' and 'Month = 1 till 9") the above measures should graphically display the YTD figures of 2021 and 2020 until September, respectively. Below is what I have so far..
Solved! Go to Solution.
@DM_95 , with help from date table and time intelligence
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
2nd Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
2 LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-2, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
or
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
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 :radacad sqlbi My Video Series Appreciate your Kudos.
@DM_95 , with help from date table and time intelligence
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
2nd Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
2 LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-2, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
or
YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
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 :radacad sqlbi My Video Series Appreciate your Kudos.
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