YTD with Slicer

[Anonymous]

Hello, I'm getting mad...

I would like to represent turnover YTD, but I would like to use a slicer to determine when YTD ends. That means I would like to set the slicer to April in the middle of May and then YTD will be calculated until 31.04. Can you tell me how this is possible?

Thank you very much and best regards

[amitchandak · Accepted solution]

For YTD, you can use datesytd and totalytd. You can try add filter to restrict the month

YTD Sales = 
var _max = maxx(date,endofmonth(dateadd(date[date],-1,Month)))
return
CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date])),'Date'[Date]<=_max)

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
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi

https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

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[newtopowerbi92]

When I tried this solution, it said the syntax for date is incorrect. Do you know how to resolve this issue?

[Anonymous]

@amitchandakThank you for your fast response. But I forgott to mention, that I wamt to use a slicer  to select the YTD-Month/-Year.

So I tried this:

Sales YTD =

var _selected_month = SELECTEDVALUE(Dates[Month])

var _selected_year = SELECTEDVALUE(Dates[Year])

return CALCULATE(Sum('Sales'[Amount]);Dates[Month] <= _selected_month;Dates[Year] <= _selected_year)

But it doesn't work.

[amitchandak]

If you do not select the date from slicer, datesytd, and totalytd will take the last date of the calendar. make sure your month year is in date dimension table.

[Anonymous]

@amitchandak 

But sometimes I want to report YTD March in May.
Therefore I will need the slicer, I think.

[amitchandak]

Yes. Refer the slicer is giving me YTD, as do not have data in 2020.

[Anonymous]

Ok. I should have just believed you.

Thank you!👍