YTD / MTD calculation

[cristianml]

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.

[LivioLanzo · Accepted solution]

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

[dobregon · Accepted solution]

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 visuals

[dobregon · Accepted solution]

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 visuals

[cristianml · Accepted solution]

Hi,

I created a  base table date for filter purposes. Thanks !

[LivioLanzo · Accepted solution]

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

[cristianml]

Hi, 

Thanks.!! It helped.