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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Previous Year YTD, DAX help

Hi guys, 

I am having problem with YTD for previous year.


I am using following formula so i can compare YTD till current date

YTD LY = 
CALCULATE([YTD],DATEADD( FILTER(DATESYTD('Date'[Date]),
                                'Date'[Date]<=LASTNONBLANK('Data'[Date],[Amount Sum])
                                ),
               -1,Year
               )
       )
 

 

But problem i am having is that calculation starts only after first record in curret year. It follwing picture we can see that calcualtion starts from January 11th instead of January 1st. Is there a way to fix this? 

 

 

Download PBIX

 

 

  • AlB's avatar
    AlB
    7 years ago

    Anonymous 

    Edited

     

    YTD LY V2_B =
    VAR _Last =
        CALCULATE ( LASTNONBLANK ( Data[Date]; [YTD] ); ALL ( 'Date'[Date] ) )
    VAR _LastVal =
        CALCULATE (
            CALCULATE ( [YTD]; SAMEPERIODLASTYEAR ( 'Date'[Date] ) );
            'Date'[Date] = _Last
        )
    RETURN
        IF (
            SELECTEDVALUE ( 'Date'[Date] ) <= _Last;
            CALCULATE ( [YTD]; SAMEPERIODLASTYEAR ( 'Date'[Date] ) );
            _LastVal
        )

     

     

     

8 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    YTD Prev Year = CALCULATE( [YTD], SAMEPERIODLASTYEAR('Date'[Date]))

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Anonymous 

      Thanks for quick response i already tried something similar but problem is that like that i will have entire previous year shown,

      and i want only to se PY YTD till last nonblank value of current year with this

       'Date'[Date]<=LASTNONBLANK('Data'[Date],[Amount Sum])
      • Anonymous's avatar
        Anonymous
        Not applicable

        I have also added few more months in date table. PBIX is available on same link