Forum Discussion

Rsanjuan's avatar
Rsanjuan
Advocate III
9 years ago

YTD Calculation Based on New Matrix Visual

Hello,

 

I'm trying to find the right YTD calculation to implement the new matrix visual.  For example, say the date field = Master[Created Date].

 

I created the following -->  Bid Year = Master[Created Date].Year  to use as a row in the visual.

 

Then, I would like to display the YTD calculation for the last 2 years for Bid Volume.  What's the correct syntax?

 

Currently, it's calculating for the full year in 2015 and 2016.  Please see below:

 

Thanks in advance for help!

 

Need Help

3 Replies

  • parry2k's avatar
    parry2k
    Super User
    9 years ago

    Can you share your data model? Do you have dedicated calendar table which is best practice for time intelligence analysis.

     

    Here is example link to create calendar table and then we can add measure for YTD.

     

    There are my thread in the forum to address this, here is link to one such thread.

     

     

    Thanks,

    P

     

     

    • Rsanjuan's avatar
      Rsanjuan
      Advocate III
      9 years ago

      parry2k 

       

      Sorry for the late reply.  Yes, I have a date table:

       

      Date = ADDCOLUMNS(CALENDAR(DATE(2000,1,1),DATE(2025,12,31)),
      "DateAsInteger", FORMAT ( [Date], "YYYYMMDD" ),
      "Year", YEAR ( [Date] ),
      "Monthnumber", FORMAT ( [Date], "MM" ),
      "YearMonthnumber", FORMAT ( [Date], "MM YYYY" ),
      "YearMonthShort", FORMAT ( [Date], "mmm YYYY" ),
      "MonthNameShort", FORMAT ( [Date], "mmm" ),
      "MonthNameLong", FORMAT ( [Date], "mmmm" ),
      "DayOfWeekNumber", WEEKDAY ( [Date] ),
      "DayOfWeek", FORMAT ( [Date], "dddd" ),
      "DayOfWeekShort", FORMAT ( [Date], "dddd" ),
      "Quarter", "Q" & FORMAT ( [Date], "Q" ),
      "YearQuarter", FORMAT ( [Date], "YYYY" ) & "/Q" & FORMAT ( [Date], "Q" )
      )

       

      And here is one variable I'm trying to calculate using the new matrix preview visual:

       

      Bid Volume = DistinctCount(Master[Bid_Number__c])

       

      I do know how to calculate the YTD value

       

      Bid Value = Calculate(Distinctcount(Master[Bid_Number_c]),Year(Master[CreatedDate)=Year(Today()))

       

      The problem is that it will calculate it for 2017.  And when I use the new matrix visual with using BidYear = Master[CreatedDate].[Year] as a row value, it will only show data for 2017.

       

       

      • parry2k's avatar
        parry2k
        Super User
        9 years ago

        here is the link for YTD calculation

         

         

        Hope it is helpful, feel free to reach out if need further help.