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Anonymous's avatar
Anonymous
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4 years ago
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Need help with YTD Calculated Column per record field

Hello Team,   I am trying to create a Calculated column that calculates the YTD values per cora_acc_code-accountnumber basis. There are 165 distinct accountnumber records for which I am calculating...
  • selimovd's avatar
    4 years ago

    Hey Anonymous ,

     

    the following measure should do it. I added some explanations what the mesaure is doing:

    YTD Measure = 
    -- save account and date of current row in a variable
    VAR vAccountRow = myTable[cora_acc_code-accountnumber]
    VAR vDate = myTable[Period Date]
    
    -- calculate the sum and filter table to off rows of
    -- the current year that are smaller or equal to the row date
    VAR vResult =
        CALCULATE (
            SUM ( myTable[Sum of Value] ),
            ALL ( myTable ),
            myTable[cora_acc_code-accountnumber] = vAccountRow
            && YEAR ( myTable[Period Date] ) = YEAR ( vDate )
            && myTable[Period Date] <= vDate
        )
    RETURN
        vResult
    

     

    If you need any help please let me know.
    If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍
     
    Best regards
    Denis