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jmolina's avatar
jmolina
Frequent Visitor
4 years ago

Previous Year to Date until certain Date.

Hello everyone, along with saying hello, I hope you can help me with the following:   I have a dataset that has several million pieces of data, from which I need to calculate the YTD and Previous Y...
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Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
4 years ago

Hi,

Your question is not clear.  Share some data and show the expected result clearly (with an explanation).

  • jmolina's avatar
    jmolina
    Frequent Visitor
    4 years ago

    Hi, thanks for response:

     

    I have 4 "BRANDS" within the data, which have sales for both 2021 and 2022, I need the PYTD to be calculated until the last date indicated by the YTD, for example:

     

     

    The PYTD of "BRAND4" should be until the same day that the YTD indicates, that is, until 01-22-2022, my current formula calculates me until 01-23-2022 (considers the maximum of the date of 2021, and it should consider the maximum date of 2022 as limit per different BRAND)

     

    Thanks in advance

     

     

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      4 years ago

      Hi,

      You may download my PBI file from here.

      Hope this helps.

      • jmolina's avatar
        jmolina
        Frequent Visitor
        4 years ago

        Ashish, hi, I have tried your formulas and the same thing still happens to me, when selecting a retailer that has its total sales from 2022 until 06-04-2022, the formula for SPLY total sales continues to consider until 06-05-2022 when comparing, it should show only until 06-04-2022.

         

        HOW IS:

         

        HOW IT SHOULD BE:

         

        Please help