Simple DAX Time Intelligence Question

[firstredpepper]

Hi there,

Imagine you have a dataset of three months of data with a pre-calculated column for year-to-date, YTD (you do not have the full year because it's too large). What DAX pattern would you use to calculate YTD?

The challenge is if the measure is summarized for the year - the latest month YTD values should be shown, rather than summing the months together. I've gotten it to work using the DAX below, but I'm running into huge performance hits because of the MAX(Period) part. Thank you for your advice!

YTD_Costs = 
CALCULATE(SUM('Financials'[YTD_Cost]),
FILTER('Financials','Financials'[FiscalPeriod] = MAX(CalendarPeriods[FiscalPeriod]))
)

[Ashish_Mathur]

Hi,

Share some data and show the expected result.

[ricardocamargos]

Hi @firstredpepper,

Try this function:

https://msdn.microsoft.com/en-us/library/ee634400.aspx.

Be aware you should have a continuous date column to work with time intelligence functions. It's better you create a date dimension to work with that.

Ricardo

[firstredpepper]

Thank you for the speedy reply Ricardo! I will try out your suggestion. : )