YTD Change Calculated Column

[saanchi2804]

Hi,

I have a table like below:

Current Balance	as_of_date	deal	Price	Value
444	12/14/22	A	70	3
5674	12/14/22	A	50	5
279	12/14/22	A	60	8
..	12/14/22	B	70	5
..	12/14/22	B	60	3
..	12/14/22	B	50	10
..	12/13/22	A	70	20
..	12/13/22	A	60	90
..	12/13/22	A	50	40

I want to add a column YTD change such that for a particular deal, it is calculated as follows:-

YTD Change for Deal A for Price 70 = Filter the table for Deal A and Price 70 and then >> Value for Latest Date minus Value for 1st date of the year.

Similarly for Deal A for Price 50 = Filter the table for Deal A and Price 50 and then >> Value for Latest Date minus Value for 1st date of the year.

Need help with how to use DAX for this calculation

[Bifinity_75 · Accepted solution]

Hi @saanchi2804 , try this:

- Create this calculate column:

Concat = Table_[deal  ]&Table_[Price  ]

- Create this another calculate column:

Result = var min_p=CALCULATE(MAX(Table_[Value  ]),ALLEXCEPT(Table_,Table_[Concat]))
return
min_p-Table_[Value  ]

The result:

Best Regards