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Ale's avatar
Ale
Icon for Resolver II rankResolver II
4 years ago
Solved

YTD value as Calculated Column (not measure) in Data View

I'm trying to create 2 columns with the Year to Date values for each record in my table, but keeping all other descriptive data (Category, Product, etc) into account.   I attached a table with the ...
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  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    4 years ago

    Hi, Ale ;

    Try to create a column by dax.

    YTD = 
 CALCULATE(SUM('Table'[Value]),FILTER('Table',[Category]=EARLIER('Table'[Category])&&[Product]=EARLIER('Table'[Product])), DATESYTD('Table'[Date]))
    YTD-M1 = 
CALCULATE(MAX('Table'[YTD]),FILTER('Table',[Category]=EARLIER('Table'[Category])&&[Product]=EARLIER('Table'[Product])&&EOMONTH([Date],0)=EOMONTH(EARLIER('Table'[Date]),-1)))+0

    The final show；


    Best Regards,
    Community Support Team _ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

Ale , Try like

 

YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

 

YTD +1 =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+2
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

Ale's avatar
Ale
Icon for Resolver II rankResolver II
4 years ago

amitchandak ,this is returning the same values as in the column "Value", not summing the YTD.