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Anonymous's avatar
Anonymous
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7 years ago
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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]), ...
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  • 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
    )

     

     

     

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

Anonymous's avatar
Anonymous
Not applicable
7 years ago

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
    7 years ago

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

    • AlB's avatar
      AlB
      Icon for Community Champion rankCommunity Champion
      7 years ago

      Hi Anonymous 

       

      This might be a quick and dirty solution:

       

      YTD LY V2 =
VAR _Last =
    CALCULATE ( LASTNONBLANK ( Data[Date]; [YTD] ); ALL ( 'Date'[Date] ) )
RETURN
    IF (
        SELECTEDVALUE ( 'Date'[Date] ) <= _Last;
        CALCULATE ( [YTD]; SAMEPERIODLASTYEAR ( 'Date'[Date] ) )
    )

      or this if you want to show the result only where [Amount PY] is non-blank 

       

      YTD LY V3 =
VAR _Last =
    CALCULATE ( LASTNONBLANK ( Data[Date]; [YTD] ); ALL ( 'Date'[Date] ) )
RETURN
    IF (
        SELECTEDVALUE ( 'Date'[Date] ) <= _Last
            && NOT ISBLANK ( [Amount PY] );
        CALCULATE ( [YTD]; SAMEPERIODLASTYEAR ( 'Date'[Date] ) )
    )
      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Thanks AlB 

        I fount this one lamost perfectly fitting my needs.

        Is there maybe a way to fill other cell values with last YTD value (44 in thi case), like we have for normal YTD function.

        So basically YTD PY would summ all PY values will last value of current day, and after that one it will just show lates value.