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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

YTD Average for Specific Year

Hello:

 

I am trying to calculate YTD (average) for Specific year. My data table date column has month as "1/1/2020, 2/1/2020..." to previous month. I have extracted month and year from this data table. 

This gives me YTD since Jan 2020: 

 

How can I use this to just get information for 2020. I need this to calculate Yearly target and cross check status of the trend.

 

Thanks

Nita

  • Anonymous , examples of last year YTD

     

    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

     

    LYTD QTY forced=
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

     

     

     

    LYTD QTY forced=
    var _max1 =maxx('order',[Order date])
    var _max = date(year(_max1)-1,month(_max1),day(_max1))
    return
    CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

3 Replies

  • Anonymous , examples of last year YTD

     

    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

     

     

    LYTD QTY forced=
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

     

     

     

    LYTD QTY forced=
    var _max1 =maxx('order',[Order date])
    var _max = date(year(_max1)-1,month(_max1),day(_max1))
    return
    CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Amit:

      Thanks for your response.

      The cal average should be 34.89% but I get 37.74% which is for Feb 2020

       

       

  • Anonymous's avatar
    Anonymous
    Not applicable

    Thanks Amit. I somehow got it work 🙂😀