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rpinxt's avatar
rpinxt
Icon for Solution Sage rankSolution Sage
2 years ago
Solved

Please explain YTD calculation in this simple example

I would think this would work but for some reason it does not. Pretty simple and straight forward : Above the normal month to date. Below I wanted to make year to date by removing the filter...
Need Help
  • rpinxt's avatar
    rpinxt
    2 years ago

    Ok forget about this one I found out how to ammend.
    Apparently with this function it does not take into account filter context so you need to make it yourself 🤨

     

    YTD = CALCULATE(
        SUM(Sheet1[Qty]),
        FILTERS(Sheet1[Type]),
        DATESYTD(dimDate[Date])
    )
     
    Did the trick
  • rpinxt's avatar
    rpinxt
    2 years ago

    Okay after lots of trial and error I found out how to do it also without datesytd function.

    Really don't understand why every case is again lots of trial and error for me 🤣

    Then I need to use ALL, other time I need to use REMOVEFILTER other time it is something else again.

    But Ok I now found the way with datesytd (YTD) and one wihtout (YTD2):

    The dax for the datesytd I already shared. And YTD2 I was able to find by :

    YTD2 = CALCULATE(
        SUM(Sheet1[Qty]),
        Sheet1[Date] <= MAX(Sheet1[Date]),
        FILTERS(Sheet1[Type])
        )
     
    So yes amitchandak thanks for putting me on my way with datesytd.
    I guess by playing around with that one I also found the other way 😉
philouduv's avatar
philouduv
Icon for Resolver III rankResolver III
2 years ago

Hello rpinxt ,
I would say it's because when you add the date as an abscis it automatically include date hierarchy and so display month, if you go on the Vizalisation panel could you verify ? (If you expand it)