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admin11
Memorable Member
Memorable Member

YTD expression less one month

Hi All

 

I have below expression working fine :-

_YTD REV = CALCULATE(CALCULATE(GL[AMOUNT],DATESYTD('Date'[Date],"12/31")), GL[1_REV] = "REV")
 
Due to GL report alway delay , so i like to modify the above expression one month less. For example now is 1-30 march , the expression will compute YTD from 1 jan till 30 Feb and not 1 jan till 30 march.
 
Hope some one can advise.
 
Paul 
 
1 ACCEPTED SOLUTION

Hi @admin11 

YTD Less one Month column is a Flag, please try to build it in your Date table.

In your sample , you build it in another table instead of Date table, so you will get the wrong result.

You table should look like as below. YTD Less one Month column in Jan and Feb in 2021 will return 1 and Mar will return 0.

3.png

Result is as below.

By default:

5.png

Select 1, it will show Jan and Feb in 2021.

4.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. 

View solution in original post

4 REPLIES 4
v-rzhou-msft
Community Support
Community Support

Hi @admin11 

I think you want to show values less one month due to report delay.

Try to build a calculated column for filter

 

YTD Less one Month =
IF (
    YEAR ( 'Table'[Date] ) = YEAR ( MAX ( 'Table'[Date] ) )
        && MONTH ( 'Table'[Date] )
            <= MONTH ( MAX ( 'Table'[Date] ) ) - 1,
    1,
    0
)

 

1.png

Then you can use [YTD Less one Month] = 1 in filter to filter the YTD expression less one month.

If this reply still couldn't help you solve your problem, please show me a sample by your Onedrive for Business.

And you can show me a screenshot of the result you want to me.

 

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. 

 

 

@v-rzhou-msft 

I have try , i get Jan till DEc 2021. what i expect is getting only Jan till Feb 2021 not include March 2021.

admin11_0-1615117336827.png

 

Hi @admin11 

YTD Less one Month column is a Flag, please try to build it in your Date table.

In your sample , you build it in another table instead of Date table, so you will get the wrong result.

You table should look like as below. YTD Less one Month column in Jan and Feb in 2021 will return 1 and Mar will return 0.

3.png

Result is as below.

By default:

5.png

Select 1, it will show Jan and Feb in 2021.

4.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. 

amitchandak
Super User
Super User

@admin11 ,

Try like

 

YTD QTY forced=
var _max = eomonth(today(),-1)
return
if(max('Date'[Date])<=_max, calculate(Sum('order'[Qty]),DATESYTD('Date'[Date])), blank())
//or
//calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

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