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GiangLe
Helper I
Helper I

Year to date without standard date table

Hi everyone,

I've struggled with this problem for few days already and would be glad if someone can help me out :).
I'm working a dataset without a standard date column (as you can see in the photo) and i would like to achieve YTD sales in the third column. (i know that i can create a date table and map that one with this table, i've tried that but still the already available YTD dax function didnt work)
31-01-2018 5-11-17 PM.png
Thanks

 

1 ACCEPTED SOLUTION
mattbrice
Solution Sage
Solution Sage

YTD Measure :=
CALCULATE (
    SUM ( Table[Sales] ),
    FILTER (
        ALL ( Table[Yearmonth] ),
        Table[Yearmonth] <= MAX ( Table[Yearmonth] )
    )
)

 But if measure needs to cross "Years", you'll need a separate column for Year and add to filter statement. 

 

Or do like suggested and convert your Yearmonth column to a date, then use time intelligence.

View solution in original post

4 REPLIES 4
mattbrice
Solution Sage
Solution Sage

YTD Measure :=
CALCULATE (
    SUM ( Table[Sales] ),
    FILTER (
        ALL ( Table[Yearmonth] ),
        Table[Yearmonth] <= MAX ( Table[Yearmonth] )
    )
)

 But if measure needs to cross "Years", you'll need a separate column for Year and add to filter statement. 

 

Or do like suggested and convert your Yearmonth column to a date, then use time intelligence.

Apparently, i now fully understand what you said ealier :). I'd like to add year into my filter too so i could calculate cross year. However, none of those dax i've tried work. Could you help? 

Thanks! I've tried your method and it worked like a charm in my sample data but somehow acted weird in my real dataset. I'm looking deeper into this, but i think this is the way to go.

corbusier
Advocate IV
Advocate IV

Have you tried using LEFT() and RIGHT() combined with DATE() to make a date out of the yearmonth field? This should then enable you to use the regular time intelligence functions.

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