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NewbieJono
Post Patron
Post Patron

Year to date comparison

Hello, sorry i previously had help ont his but I'm not getting the result I am expecting.

 

could anyone help with example DAX.

 

i need to compare volumes of YTD april 1st to current date.

 

but I need to compare to the past 5 years of the same period.

 

e.g Today would show

 

01/04/2024 - 18/04/2024

01/04/2023 - 18/04/2023

01/04/2022 - 18/04/2022

1 ACCEPTED SOLUTION
v-xuxinyi-msft
Community Support
Community Support

Hi @NewbieJono 

 

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

 

I created a sample to get the difference in Value for 01/04/2024 - 19/04/2024 and the difference in Value for 01/04/2023 - 19/04/2023, hope this helps.

 

My sample:

vxuxinyimsft_0-1713516559539.png

 

Create two measures as follow

 

01/04/2024 - today = 
VAR _1 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = EOMONTH(TODAY(), -1) + 1))
VAR _2 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = TODAY()))
RETURN
_1 - _2

 

 

 

01/04/2023 - 19/04/2023 = 
VAR _11 = DATE(YEAR(TODAY()) - 1, MONTH(TODAY()), DAY(TODAY()))
VAR _1 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = _11))
VAR _2 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = EOMONTH(_11, -1) + 1))
RETURN
_1 - _2

 

 

Result:

vxuxinyimsft_1-1713516706615.png

 

If this sample data is structurally different from the one you are using, please do not hesitate to mention it and I will modify it.

 

Best Regards,
Yulia Xu

 

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

2 REPLIES 2
v-xuxinyi-msft
Community Support
Community Support

Hi @NewbieJono 

 

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

 

I created a sample to get the difference in Value for 01/04/2024 - 19/04/2024 and the difference in Value for 01/04/2023 - 19/04/2023, hope this helps.

 

My sample:

vxuxinyimsft_0-1713516559539.png

 

Create two measures as follow

 

01/04/2024 - today = 
VAR _1 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = EOMONTH(TODAY(), -1) + 1))
VAR _2 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = TODAY()))
RETURN
_1 - _2

 

 

 

01/04/2023 - 19/04/2023 = 
VAR _11 = DATE(YEAR(TODAY()) - 1, MONTH(TODAY()), DAY(TODAY()))
VAR _1 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = _11))
VAR _2 = CALCULATE(SUM('Table'[Value]), FILTER('Table', [Date] = EOMONTH(_11, -1) + 1))
RETURN
_1 - _2

 

 

Result:

vxuxinyimsft_1-1713516706615.png

 

If this sample data is structurally different from the one you are using, please do not hesitate to mention it and I will modify it.

 

Best Regards,
Yulia Xu

 

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

Greg_Deckler
Super User
Super User

@NewbieJono You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

 

Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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