Forum Discussion
YTD / MTD calculation
Hi,
I need to calculate Year to date amounts but starting in September, not as calendar date. Also I need to show both period in same dashboard (YTD and MTD). Any ideas/solution for this ?
Thanks in advance.
Regards.
The DATESYTD function has an optional parameter which lets you specify the year end
https://msdn.microsoft.com/en-us/query-bi/dax/datesytd-function-dax
you can use the function CALCULATE(SUM[AMOUNT],DATESYTD[dates]) and then when you put in the visual remember to put the dates too and filter since september.
Other function that i think... is to create a new table with dates since september (one date for each row). do a relathionship between your table of sales & dates and then is new table of dates to use in the visualsHi,
I created a base table date for filter purposes. Thanks !
4 Replies
The DATESYTD function has an optional parameter which lets you specify the year end
https://msdn.microsoft.com/en-us/query-bi/dax/datesytd-function-dax
Hi,
Thanks.!! It helped.
you can use the function CALCULATE(SUM[AMOUNT],DATESYTD[dates]) and then when you put in the visual remember to put the dates too and filter since september.
Other function that i think... is to create a new table with dates since september (one date for each row). do a relathionship between your table of sales & dates and then is new table of dates to use in the visualsHi,
I created a base table date for filter purposes. Thanks !