add YTD and MTD to sales figures

[chakrabmonoj]

I am trying to compare sales for two separate years on ytd and mtd basis. But the first month in my data is jul and not jan; so for YTD current year it sould add jul-dec and similarly for the previous year. For MTD it should compare whatever is the latest month for the current year.

I have tried using datesinperiod with firstdate and also datesytd - but its not working :

My data looks like this :

[diegorumo]

Hi, could you please send me the file for reference? , thanks a lot!

[chakrabmonoj]

Hey,

Which part of this formula is actually returning the year - 2015 for pytd and 2016 for ytd? 

very elegant and interesting formula though...have learnt a lot

[tringuyenminh92]

Hi @chakrabmonoj,

Dates[Date] <= MAX(Dates[PY Date]) is for cummulative

Dates[Year]=MAX(Dates[Year])-1<< this will return 2015 in that context

Dates[Year]=MAX(Dates[Year]) << this will return 2016 in that context

[chakrabmonoj]

but when I am just calculating separate measures, with each of these formulae, this is what I am getting :

1. Max(dates[date]) is returning 31,12,2020

2. Year(max(dates[date] is returning 2020

so I am getting a little confused as to the above two, within your formula is returning 2015 and 2106

sorry to continue to bug you - may be its very simple for you to understand, but I am really trying to get under the skin of this formula as this is going to solve a lot of issues for me going forward and I really want to understand this in detail.

If you could just take some time and break down each part of rhe formula and show&tell, what will each part return as a value.

thank you so much

[tringuyenminh92 · Accepted solution]

Oh my friend, that's be called evaluation context ^_^ my recommendation is forgetting about breaking down formula and start to learn DAX, you will understand it correctly with some books about DAX or some completely articles.

[tringuyenminh92]

Hi @chakrabmonoj,

You could update in any cloud storage and give me the link

[chakrabmonoj]

https://drive.google.com/open?id=0B4mfx8rjrxETVmZYY1NKTHBORjA

[chakrabmonoj]

https://drive.google.com/file/d/0B4mfx8rjrxETVmZYY1NKTHBORjA/view?usp=sharing