YTD with a custom calendar?

[Anonymous]

Hi everyone,

I've read several posts about usage of YTD formula, but still have some doubts.

I need to find a way to calculate a sum of CFU gained during the academic year. For the current ac.year it's quite straighforward, but then I need to compare this CurrentYearSum with 5-10 previous years, i.e. from the start of each academic year *in the past* till the current DayMonth that year in the past. For example, in academic year 2016/2017 by 01/03/2017 there are X CFU gained, I need to calculate the same measure for academic year 2015/2016 till the 01/03/2016. The end date is defined by the user by applying slicers.

This is the definition of academiс year that brings confusion: it lasts more than one calendar year, e.g. starts on 01/11/2015 and ends on 01/05/2017  (547 days).  

After reading some articles on the topic, I'm not sure whether it is possible to use these functions with such custom calendar at all. If yes, could someone please give me any general directions, how this can be implemented? Or what can be the point to start with?

Thank you!

[v-jiascu-msft]

Hi @Anonymous,

Maybe you could try "TotalYTD" and "Sameperiodlastyear".

Something like this:

TotalYTD =
TOTALYTD (
    SUMX ( Sales, Sales[Quantity] * Sales[Unit Price] ),
    'Date'[Date],
    "03-01"
)

TotalYTDLastyear =
CALCULATE ( [TotalYTD], SAMEPERIODLASTYEAR ( 'Date'[Date] ) )

Best Regards!

Dale

[Anonymous]

@v-jiascu-msft , thank you for the explanation.

It doesn't solve my problem, but the only reason I think is because it is in general can't be solved with YTD formulas.

[vanessafvg]

@Anonymous you can tell it when your year operates ie

 DATESYTD(‘Date'[Date],”03-01″)

but in terms of the length of time i dont think so

the best thing to do is create and indicator for the year and custom cummulators of your measures perhaps?