Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
DaniMak1608
Advocate II
Advocate II

Sameperiodlastyear, but only until the same date as this year

So earlier I posted a question because I can't get the KPI visual to work correctly and I still can't

https://community.powerbi.com/t5/Desktop/Can-t-get-the-KPI-visual-to-work-correctly/m-p/2184879

 

I've tried more than 30 calculations so far and I'm getting very close, but not quite there yet.

 

So first I'll expain what I want.

I want the KPI visual to display the total revenue of the current year (indicator)

RevenueYTD = TOTALYTD([Revenue],'Calendar'[Date],'Calendar'[Year]=YEAR(TODAY()))

 

And compare it to the total revenue of the previous year, but only for the exact same period of last year (goal / target). So for today that would mean only calculate the revenue of 01-01-2020 until 19-11-2020.

RevenueLYTD = TOTALYTD([Revenue],SAMEPERIODLASTYEAR('Calendar'[Date]),'Calendar'[Year]=YEAR(TODAY())-1)
The above function doesn't give me the result I want, because it sums the entire year 2020. I only want the same period of last year.
 

 

1 ACCEPTED SOLUTION
DaniMak1608
Advocate II
Advocate II

After a little bit of puzzling I managed to make it work, thanks for the inspiration amitchandak

 

RevenueLYTD =

var _min = date(year(today())-1,1,1)

var _max = date(year(today())-1,month(today()),day(today()))

return TOTALYTD([Revenue],SAMEPERIODLASTYEAR('Calendar'[Date]),'Calendar'[Date] >= _min && 'Calendar'[Date] <= _max)

View solution in original post

3 REPLIES 3
DaniMak1608
Advocate II
Advocate II

After a little bit of puzzling I managed to make it work, thanks for the inspiration amitchandak

 

RevenueLYTD =

var _min = date(year(today())-1,1,1)

var _max = date(year(today())-1,month(today()),day(today()))

return TOTALYTD([Revenue],SAMEPERIODLASTYEAR('Calendar'[Date]),'Calendar'[Date] >= _min && 'Calendar'[Date] <= _max)

amitchandak
Super User
Super User

@DaniMak1608 , YTD and LYTD based on today, no filter selected

 

YTD Today=
var _min = date(year(today()),1,1)
var _day = today()
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

LYTD =
var _min = date(year(today())-1,1,1)
var _max = date(year(today())-1,month(today()),day(today()))
var _day = datediff(_min, _max,day)+1
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year] = year(Today())-1 && 'Date'[Day of Year] <= _max))

 

 

////////////with Date elements in group by , like daily YTD
YTD Today=
var _min = date(year(today()),1,1)
var _day = today()
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day && 'Date'[Date] <=Max('Date'[Date] ) ) )

LYTD =
var _min = date(year(today())-1,1,1)
var _max = date(year(today())-1,month(today()),day(today()))
var _day = datediff(_min, _max,day)+1
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year] = year(Today())-1 && 'Date'[Day of Year] <= _max && 'Date'[Date] <= date(year(Max('Date'[Date] ))-1,month(Max('Date'[Date] )),day(Max('Date'[Date] )))))

I don't have a [Day of Year] in my calender table yet. Can you help me with that?

Helpful resources

Announcements
July 2024 Power BI Update

Power BI Monthly Update - July 2024

Check out the July 2024 Power BI update to learn about new features.

July Newsletter

Fabric Community Update - July 2024

Find out what's new and trending in the Fabric Community.