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Syndicate_Admin
Administrator
Administrator

YTD calculation for non-consecutive years

Good afternoon

I would need your help related to a YTD calculation.

I have a table called: COMPLETE D_PEDIDO where the fields are:

-ENTRY ORDERS EUROS

-CREATION DATE

and another table M_CALENDARIO where the DAY field is (which is linked to CREATION DATE)

I have data from 2019 and 2023 and I want to compare the YTD of 2019 with the YTD of 2023 month by month.

Let's say today is 03/28/2023.

For example the table is like this (data from several years appear but I just want to compare the current year with 2019)

josefmc08_4-1680017983394.png

What I am looking for is to be able to obtain a result like this:

josefmc08_2-1680017686609.png

What I do NOT want is for it to come out like this:

josefmc08_3-1680017794217.png

Could you help me with a formula that would do it?

Thank you very much in advance.

2 REPLIES 2
v-rzhou-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

I suggest you to try code as below to create a measure.

Measure = 
VAR _TODAY =
    TODAY ()
RETURN
    CALCULATE (
        SUM ( 'COMPLETE D_PEDIDO'[ENTRY ORDERS EUROS] ),
        FILTER (
            M_CALENDARIO,
            M_CALENDARIO[Year]
                IN { YEAR ( _TODAY ), 2019 }
                    && M_CALENDARIO[Month] <= MONTH ( _TODAY )
        )
    )

Result is as below.

vrzhoumsft_0-1680158854054.png

Best Regards,
Rico Zhou

 

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

Thank you very much for the help!.

With this solution I have the entry of orders month by month, but what I needed was the accumulated calculation, could you modify the measure to obtain the same calculation but accumulated?

Thank you

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