Need help with YTD measures.

[ashmitp869]

Hi All,

I have a Projects (ABC001) whose where half of data (Jul 2024 to 21 Feb 2025)is in old system and from (22 Feb 2025 to project ends) the data will be in "NewSystem" .
How can I combine the two data to give the total value  for YTD - Billed (Ex- GST) 

Please suggest.

YTD - Billed(Ex-GST) TEST = 
VAR _maxDate = MAX(vFactBudgetActuals[Transaction Date])

VAR OldSystemRevenue =
CALCULATE(
[Revenue Amount] - SUM(vFactBudgetActuals[Cost Amount]),
vFactBudgetActuals[Service ID] = "REVENUE",
DATESYTD('Date'[Date], "6/30") -- Apply Year-to-Date filter
)

VAR NewSystemRevenue =
CALCULATE(
SUM(PJC[TOTAMTSR]),
DATESYTD('Date'[Date], "6/30"),
PJC[CATEGORY] = "REVENUE"
)

RETURN
OldSystemRevenue + NewSystemRevenue

@rajendraongole1 please kindly review the measure. Thanks

[Anonymous]

Hi @ashmitp869 ,

I suggest you check that the DATESYTD('Date'[Date], "6/30") in your DAX is returning the date range you want. Normally, when you specify a year-end date in the DATESYTD function, that date is considered the new year-end date. Therefore, the function calculates the new year-start date from the day after the specified year-end date. For example, if you specify a year-end date of June 30, the new year-start date will be July 1. According to your needs, I recommend you to use DATESBETWEEN.

YTD - Billed(Ex-GST) TEST = 
VAR _maxDate = MAX(vFactBudgetActuals[Transaction Date])

VAR OldSystemRevenue =
CALCULATE(
[Revenue Amount] - SUM(vFactBudgetActuals[Cost Amount]),
vFactBudgetActuals[Service ID] = "REVENUE",
DATESBETWEEN('Date'[Date],DATE(2024,7,1),DATE(2025,2,21))
)

VAR NewSystemRevenue =
CALCULATE(
SUM(PJC[TOTAMTSR]),
DATESBETWEEN('Date'[Date],DATE(2025,2,22),MAXX(ALL('Date'),'Date'[Date]))),
PJC[CATEGORY] = "REVENUE"
)

RETURN
OldSystemRevenue + NewSystemRevenue

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If my answer helps you solve the problem, please accept my answer as a solution and let it be seen by more people in need.

Best regards,

Mengmeng Li

[parry2k · Accepted solution]

@ashmitp869 you have similar post, check reply on the another post.