YTD Volume

[yaman123]

Hi, 

I am having an issue calculating the YTD volume from a dataset. 

I have a supply end date date slicer which is a between e.g user selects 01/02/2021 - 28/02/2021

I need to calculate the YTD Volume from the chosen date period. 

Below is an example of the YTD data if 01/02/2021 - 28/02/2021 is selected. 

TIA

[v-xulin-mstf]

Hi @yaman123

Create Date_slicer table as:

Date Slicer = 
CALENDAR(MIN('Table'[SUPPLY_END_DATE]),MAX('Table'[SUPPLY_END_DATE]))

Try measure as:

Measure = 
var min_date=
EOMONTH(MINX('Date Slicer',SELECTEDVALUE('Date Slicer'[Date],MAX('Date Slicer'[Date]))),-11)
var max_date=
MINX('Date Slicer',SELECTEDVALUE('Date Slicer'[Date],MAX('Date Slicer'[Date])))
return 
CALCULATE(
    MAX('Table'[COLLECTION_LITRES]),
    FILTER(
        ('Table'),
        'Table'[SUPPLY_END_DATE]<=max_date && 'Table'[SUPPLY_END_DATE]>=min_date 
    )
)

Here is the output:

The pbix file is attached.

Best Regards,
Link

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@yaman123 , YTD will be from the start of the year

This seems like sum(Table[collection_liter])

YTD with help from date table

calculation(sum(Table[collection_liter]) ,datesytd('Date'[Date]) )

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

[yaman123]

Hi, 

I need the YTD to be -11 months from the chosen dates. How can this be done? 

[amitchandak]

@yaman123 , Try like

Rolling 11 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-11,MONTH))

or

measure =
var _max = maxx(allselected('Date1'), 'Date1'[Date])
var _min = eomonth(minx(all('Date'), 'Date'[Date]),-11)
return
calculate(sum(Sales[Sales Amount]), filter(all('Date'),'Date'[Date] <= _max && 'Date'[Date] >=_min))

[yaman123]

Hi, 

That also doesnt work. My slicer is is a between selection, so two dates are selected. I am not getting the correct figures from the code you have provided.