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AshDil
Helper V
Helper V

Want to show Current Year YTD till Previous month

Hi,

 

I have tried to calculate YTD till previous month using following formula,
YTD sales = Calculate(TOTALYTD('TABLE'[SALES],'CALENDAR'[DATE'), FILTER('CALENDAR','CALENDAR'[YEAR] = YEAR(TODAY()) && 'CALENDAR'[MONTH_NO] = MONTH(TODAY())-1))))

 

But I'm not getting correct results.

Please help me to do it.

Thanks,

AshDil.

2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@AshDil , Try a measure like

 

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

 

Remove all date date it date is not selected

 

YTD Today till last month =
var _min = Date(year(Today()),1,1)
var _day = eomonth(today(),-1)
return
CALCULATE(sum('Table'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

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View solution in original post

Jihwan_Kim
Super User
Super User

Hi, 

Please check the below picture and the attached pbix file.

All measures are in the attached pbix file.

 

Picture3.png

 

Sales total: =
SUM( Data[Sales] )
 
Sales YTD: =
CALCULATE( [Sales total:], DATESYTD('Calendar'[Date] ))
 
Sales YTD until previous month: =
IF ( HASONEVALUE ( 'Calendar'[Month & Year] ), [Sales YTD:] - [Sales total:] )
 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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Schedule a meeting with me to discuss further by clicking here.

View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi, 

Please check the below picture and the attached pbix file.

All measures are in the attached pbix file.

 

Picture3.png

 

Sales total: =
SUM( Data[Sales] )
 
Sales YTD: =
CALCULATE( [Sales total:], DATESYTD('Calendar'[Date] ))
 
Sales YTD until previous month: =
IF ( HASONEVALUE ( 'Calendar'[Month & Year] ), [Sales YTD:] - [Sales total:] )
 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

amitchandak
Super User
Super User

@AshDil , Try a measure like

 

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

 

Remove all date date it date is not selected

 

YTD Today till last month =
var _min = Date(year(Today()),1,1)
var _day = eomonth(today(),-1)
return
CALCULATE(sum('Table'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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