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VMP's avatar
VMP
Frequent Visitor
2 years ago
Solved

YTD Calculation without Date table

Hello,

 

I have data which have only Period column, e.g 2024-P01, 2024-P02...., no sequential date. My dashboard has Period slicer. I have tired both below options to calculate YTD though I am getting only selected period amounts. What is that I am missing, how can I fix it?   Appreciate your expertise.

 

Option 1 
Cost YTD =
CALCULATE(
        SUM(Inventory[Total Cost]),
        FILTER(
            ALL(Inventory[Period]),
            Inventory[Period] <= SELECTEDVALUE('Period A'[Period])
        )
)

Option 2
YTD Cost =
VAR SelectedPeriod = SELECTEDVALUE('Period A'[Period])
RETURN
CALCULATE(
    SUM(Inventory[Total Cost]),
    FILTER(ALL(Inventory[Period]),
        Inventory[Period] <= SelectedPeriod)
)



Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi VMP ,

     

    Thanks for the reply from aduguid / Greg_Deckler .

     

    Create a calculated column in each of the two tables, convert the text format Period to an integer format Period for easy comparison.

    Period Num =
VALUE(LEFT('Inventory'[Period], 4)) * 100 + VALUE(RIGHT('Inventory'[Period], 2))

Period No =
VALUE(LEFT('Period A'[Period], 4)) * 100 + VALUE(RIGHT('Period A'[Period], 2))

     

    The two tables need to be disconnected.

     

    Create a measure to calculate YTD:

    Cost YTD =
VAR SelectedNo = SELECTEDVALUE('Period A'[Period No])
RETURN
CALCULATE(
SUM(Inventory[Total Cost]),
FILTER(
ALL('Inventory'[Period Num]),
'Inventory'[Period Num] <= SelectedNo
)
)

     

    The final page visual effect is as shown below:

     

    If you have any other questions please feel free to contact me.

     

    The pbix file is attached.

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

3 Replies

  • aduguid's avatar
    aduguid
    Memorable Member
    2 years ago

    I'd create a new column with a formatted period number, as in "202401". You can do that in Power Query by duplicating the column and then replacing the string "-P" to "". Then update your filters to use the new period number column.

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi VMP ,

     

    Thanks for the reply from aduguid / Greg_Deckler .

     

    Create a calculated column in each of the two tables, convert the text format Period to an integer format Period for easy comparison.

    Period Num =
VALUE(LEFT('Inventory'[Period], 4)) * 100 + VALUE(RIGHT('Inventory'[Period], 2))

Period No =
VALUE(LEFT('Period A'[Period], 4)) * 100 + VALUE(RIGHT('Period A'[Period], 2))

     

    The two tables need to be disconnected.

     

    Create a measure to calculate YTD:

    Cost YTD =
VAR SelectedNo = SELECTEDVALUE('Period A'[Period No])
RETURN
CALCULATE(
SUM(Inventory[Total Cost]),
FILTER(
ALL('Inventory'[Period Num]),
'Inventory'[Period Num] <= SelectedNo
)
)

     

    The final page visual effect is as shown below:

     

    If you have any other questions please feel free to contact me.

     

    The pbix file is attached.

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!