Year to date and previous year to date

[M_SBS_6]

Hi, 

I have a date field app_date and I want to create 2 additional colums

YTD flag 1 or 0

PYTD flag 1 or 0

Can someone please help with the correct dax? 

[Gabry · Accepted solution]

Is in current year to date?

you can check if the year is the same. This is the dax measure:

YTD = IF(YEAR('YourTable'[app_date]) = YEAR(TODAY()), 1, 0)

YTDPY = IF(YEAR('YourTable'[app_date]) = YEAR(TODAY()) - 1, 1, 0)

[Anonymous · Accepted solution]

Hi @M_SBS_6 

Thanks for the reply from @Gabry , please allow me to provide another insight:

Maybe you can try this:

I create a simple table, it contains two dates.

Then I create two measures to satisfy your requirements.

YTD Flag =
IF ( TOTALYTD ( SUM ( 'Table'[app_date] ), 'Table'[app_date] ) > 0, 1, 0 )

PYTD Flag =
IF (
    TOTALYTD ( SUM ( 'Table'[app_date] ), SAMEPERIODLASTYEAR ( 'Table'[app_date] ) ) > 0,1,0
)

The result is as follow:

Best Regards

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

[Gabry]

Hi EML,

please explain a little better.

What flag 1 or 0 means?

I can't understand what you want to do

[M_SBS_6]

If a date is in the current year to date then flag as 1. If it's not in the current year to date, flag as 0.

Same principle for previous year to date 

[Gabry · Accepted solution]

Is in current year to date?

you can check if the year is the same. This is the dax measure:

YTD = IF(YEAR('YourTable'[app_date]) = YEAR(TODAY()), 1, 0)

YTDPY = IF(YEAR('YourTable'[app_date]) = YEAR(TODAY()) - 1, 1, 0)