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AllenStuhr
New Member

Prior year YTD, QTD, and MTD calcs using a non-standard calander

Hi, 

 

I hope everyone is having a wonderful Wednesday! My firm uses a 445 calendar, and I am trying to perform YTD, QTD, & MTD calcs on prior years. I am able to return the proper prior year value per date; however, I am having trouble with the time intelligence calcs. Thank you so much for your help!

 

Sales: Net (A_PY_445) =
VAR CurrentDoW = SELECTEDVALUE( 'Date'[DoW#] )
VAR CurrentWeek445 = SELECTEDVALUE( 'Date'[Week#_445] )
VAR CurrentYear445 = SELECTEDVALUE( 'Date'[Year_445] )

RETURN
CALCULATE( [01_Sales: Net Daily (A_CY_ALL)] ,
    FILTER( ALL( 'Date' ) ,
    'Date'[DoW#] = CurrentDoW &&
    'Date'[Week#_445] = CurrentWeek445 &&
    'Date'[Year_445] = CurrentYear445 - 1 ) )

 

1 REPLY 1
amitchandak
Super User
Super User

@AllenStuhr , You have to follow this approach using start date of each period

 

you need a column based on the start period date or year period in you date table

Period Rank = RANKX(all(Period),Period[year period],,ASC,Dense)

 

Then measure
This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])))
Last Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])-1))

 

Power BI Custom Period Till Date (PTD)- https://youtu.be/rQ3Z_LtxwQM

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

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