New Measures - Weekly Current Year, Weekly Last Year, YTD Weekly Current and YTD Weekly Last Year

[Anonymous]

Hi there,

I have a transaction list. It runs on daily basis. I have it summarized by week ending #. 

Something like this:

Ticket Number | Date | Amount | Week Ending #

It could have multiple transactions every day in the week. 

I am trying to create a few measures to capture:

Weekly Current Year Amount

Weekly Last Year Amount

YTD Weekly Current Year Amount

and YTD Weekly Last year Amount

I have tried a few coding... doesn't seem to work...

Please advise.

Jen

[v-lionel-msft]

Hi @Anonymous ,

Do you want to create the following four measures?

Please give example data for all used tables.

Best regards,
Lionel Chen

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[Anonymous]

[v-lionel-msft]

Hi @Anonymous ,

Maybe you can do like this:

Weekly Current Year Amount = 
CALCULATE(
    SUM(Sheet1[Amount]),
    FILTER(
        ALL(Sheet1),
        Sheet1[Year] = SELECTEDVALUE( Sheet1[Year]) && Sheet1[Week] = SELECTEDVALUE(Sheet1[Week])
    )
)

Weekly Last Year Amount = 
CALCULATE(
    SUM(Sheet1[Amount]),
    FILTER(
        ALL(Sheet1),
        Sheet1[Year] = SELECTEDVALUE(Sheet1[Year]) - 1 && Sheet1[Week] = SELECTEDVALUE(Sheet1[Week])
    )
)

YTD Weekly Current Year Amount = 
CALCULATE(
    SUM(Sheet1[Amount]),
    FILTER(
        ALLSELECTED(Sheet1),
        Sheet1[Year] = SELECTEDVALUE(Sheet1[Year]) && Sheet1[Week] <= SELECTEDVALUE(Sheet1[Week]) 
    )
)

YTD Weekly Last year Amount = 
CALCULATE(
    SUM(Sheet1[Amount]),
    FILTER(
        ALLSELECTED(Sheet1),
        Sheet1[Year] = SELECTEDVALUE(Sheet1[Year])-1 && Sheet1[Week] <= SELECTEDVALUE(Sheet1[Week]) 
    )
)

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Lionel,

Thank you for your suggestions. The YTD ones are giving me blanks. 

Jen

[v-lionel-msft]

Hi @Anonymous ,

It may be caused by the difference in our data model. In addition, did you add the ALLSELECTED() function to your formula?

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[parry2k]

@Anonymous there are tons of posts on time intelligence, did you searched and tried?

Here is a link to few:

https://radacad.com/basics-of-time-intelligence-in-dax-for-power-bi-year-to-date-quarter-to-date-month-to-date

https://www.red-gate.com/simple-talk/sql/bi/creating-time-intelligence-functions-in-dax/

I would 💖 Kudos 🙂 if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

[Anonymous]

Those are informative posts. 

My question is more on what to do with Weekly measures. The YTD, QTD or MTD work fine for me. Given WTD or week to date functions are not available in Power BI, I need further guidence.

Thank you

Jen

[parry2k]

@Anonymous there are tons of resources on WTD as well, here is a link to one

https://www.youtube.com/watch?v=jBPLm5BHl2c

[Anonymous]

Thank. I think that I asked the question the wrong way. 

	Tonnes Last Year	Tonnes This Year	Tonnes Last Year Cumulative	Tonnes This Year Cumulative
Week 1	250	238	250	238
Week 2	300	526	550	764
Week 3	125	114	675	878
Week 4	382	538	1057	1416
Week 5	405	410	1462	1826
Week 6	508	235	1970	2061
Week 7	137	233	2107	2294

I am trying to create measure for the cumulative columes. 

I have following ...

Tonnes 2020 cumulative = TotalYTD(sum('data table'[Tonnes]),'data table'[date],if('data table'[Year]=2020,2020,0))

It's returning weekly numbers by the week. Not YTD culmulative. 

Appreciate your help as always.

Jen