YTD Change

[saanchi2804]

Hi,

I have a table like below:-

Current Balance	Date	Deal	Price	Value
34	12/14/2022	A	70	3
23	12/14/2022	A	60	2
23	12/14/2022	A	50	58
23	12/14/2022	B	70	10
98	12/14/2022	B	60	3
65	12/14/2022	B	50	6
43	12/14/2022	C	70	8
22	12/14/2022	C	60	9
44	12/14/2022	C	50	4

I want to add a calculated column YTD change which is calculated as follows:-

• For Deal A for Price 70 >> Filter the table for Deal A and Price 70 and then Value for Latest Date minus Value for First Date in the year
• For Deal A for Price 60 >> Filter the table for Deal A and Price 60 and then Value for Latest Date minus Value for First Date in the year
• For Deal A for Price 50 >> Filter the table for Deal A and Price 50 and then Value for Latest Date minus Value for First Date in the year

and so on........

Need help with the DAX formula to create this column please

[Greg_Deckler · Accepted solution]

@saanchi2804 This is essentially MTBF. Try this:

Column = 
  VAR __Deal = [Deal]
  VAR __Price = [Price]
  VAR __FirstDate = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price), [Date])
  VAR __LastDate = MAXX(FILTER('Table', [Deal] = __Deal && [Price] = __Price), [Date])
  VAR __FirstValue = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price && [Date] = __FirstDate), [Value])
  VAR __LastValue = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price && [Date] = __LastDate), [Value])
  VAR __Result = __LastValue - __FirstValue
RETURN
  __Result

[negi007 · Accepted solution]

@saanchi2804  in this case,

first create a calc column in the orginal table

Deal_Date = 'Table'[Deal]&"|"&'Table'[Date]

then you can create another calc table from the main table like below

 then create below colums in the new table

Deal_Min_Date = Min_Max_value_2[Deal] & "|" & Min_Max_value_2[Min Date]

Deal_Max_Date = Min_Max_value_2[Deal] & "|" & Min_Max_value_2[max Date]

Min_Date_Value = LOOKUPVALUE('Table'[Value],'Table'[Deal_Date],Min_Max_value_2[Deal_Min_Date])

Max_Date_Value = LOOKUPVALUE('Table'[Value],'Table'[Deal_Date],Min_Max_value_2[Deal_Max_Date])

Max-Min = Min_Max_value_2[Max_Date_Value]-Min_Max_value_2[Min_Date_Value]

please note that you need all above columns, you can combine them in one dax column to have a clean view. just for illustration purpose, i have added all columns

also attached pbix file.

[Greg_Deckler · Accepted solution]

@saanchi2804 This is essentially MTBF. Try this:

Column = 
  VAR __Deal = [Deal]
  VAR __Price = [Price]
  VAR __FirstDate = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price), [Date])
  VAR __LastDate = MAXX(FILTER('Table', [Deal] = __Deal && [Price] = __Price), [Date])
  VAR __FirstValue = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price && [Date] = __FirstDate), [Value])
  VAR __LastValue = MINX(FILTER('Table', [Deal] = __Deal && [Price] = __Price && [Date] = __LastDate), [Value])
  VAR __Result = __LastValue - __FirstValue
RETURN
  __Result

[saanchi2804]

Hi, I have a table like below:

Date	Sector	Value
1/7/2015	A	44
1/14/2015	A	56
1/21/2025	A	7
1/28/2015	A	8
1/7/2015	B	3
1/14/2015	B	4
1/21/2025	B	67
1/28/2015	B	54
1/7/2015	C	66
1/14/2015	C	43
1/21/2025	C	2
1/28/2015	C	1

I want to create a summary table where I show the WoW change and MoM change from the latest date for every sector. I am having a hard time writing the correct DAX code to calculate both of these metrics. Please help.

Thanks,

[saanchi2804]

@Greg_Deckler , one question:

To calculate variable _First Value, you are using a min function on the filtered table.

If I have data for both 2021 and 2022, would not this variable pick 2021 value instead of first date of 2022 to calculate YTD?

[saanchi2804]

Thanks, this was perfect!