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Hi there,
I have three years of data, and I need to add a conditional column based on [Date] that will return a TTM period so I can filter. I want TTM current year (CY), TTM prior year (PY), and TTM (2Y) two years ago. And if possible, I would like it to be dynamic so that it will update. I have tried a couple of different formulas but without success.
So the periods would look like this:
CY = TTM Current Year - January 1, 2022 - December 31, 2022
PY = TTM Last Year - January 1, 2021 - December 31, 2021
2Y = TTM Two Years - January 1, 2020 - December 31, 2020
Thanks for reading and any assistance !
Solved! Go to Solution.
Hi @djoellet ,
Please try below steps:
1. below is my test table
Table:
2. add a new column with below dax formula
TTM =
VAR _date = [Date]
VAR cur_date =
TODAY ()
RETURN
SWITCH (
TRUE (),
YEAR ( _date ) = YEAR ( cur_date ), "CY",
YEAR ( _date )
= YEAR ( cur_date ) - 1, "PY",
YEAR ( _date )
= YEAR ( cur_date ) - 2, "2Y"
)
Please refer the attached .pbix file.
Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @djoellet ,
Please try below steps:
1. below is my test table
Table:
2. add a new column with below dax formula
TTM =
VAR _date = [Date]
VAR cur_date =
TODAY ()
RETURN
SWITCH (
TRUE (),
YEAR ( _date ) = YEAR ( cur_date ), "CY",
YEAR ( _date )
= YEAR ( cur_date ) - 1, "PY",
YEAR ( _date )
= YEAR ( cur_date ) - 2, "2Y"
)
Please refer the attached .pbix file.
Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@djoellet , Logic based on today
This year Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = eomonth(_min,12 ,-1*month(today()) )
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))
Last year Today =
var _max = eomonth(today(),-1*month(today()))
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))
2nd Last year Today =
var _max = eomonth(today(),(-1*month(today()))-12)
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))
All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s
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