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DataMonkey101
Frequent Visitor

same day last year month to date charges

So I have this dax measure that returns the previous year's month total charges. However I just want it to return the month to date numbers. For example if today is December 21 2017, then I want to know the total charges from 12/1/16 - 12/21/16 not through 12/31/16.

 

Here is my measure that returns the same month last year's total instead of month to date:

 

Charges SDLY MTD = CALCULATE([Charges MTD], SAMEPERIODLASTYEAR(DatesforPivot_PostedDt[Date]))

 

 

1 ACCEPTED SOLUTION
DataMonkey101
Frequent Visitor

I figured it out. In case anyone else is looking for this here you go: 

 

CALCULATE(
[Total Charge's],
SAMEPERIODLASTYEAR(
DATESMTD('DatesforPivot_PostedDt'[Date])
),
FILTER(
ALL(DatesforPivot_PostedDt),
DatesforPivot_PostedDt[MonthOfYear] <= (MONTH(NOW())-1)
)
)+
CALCULATE(
[Total Charge's],
SAMEPERIODLASTYEAR(
DATESMTD('DatesforPivot_PostedDt'[Date])
),
FILTER(
ALL(DatesforPivot_PostedDt),
DatesforPivot_PostedDt[MonthOfYear] = MONTH(NOW())
&& 'DatesforPivot_PostedDt'[DayOfMonth] <= DAY(NOW())
)
)

View solution in original post

3 REPLIES 3
pawel1
Kudo Kingpin
Kudo Kingpin

 

one easy way is to filter the date < TODAY() 

 

Charges SDLY UpToYesterday=
    CALCULATE ( [Charges SDLY], FILTER('Date','Date'[Date]< TODAY()))

 

where [Charges SDLY] is the SAMEPERIODLASTYEAR measure

 

This formula is incorrect. It doesn't return the actual Same day last year, month to date numbers. It returns same day last year (minus 1 day) , year to date numbers.

DataMonkey101
Frequent Visitor

I figured it out. In case anyone else is looking for this here you go: 

 

CALCULATE(
[Total Charge's],
SAMEPERIODLASTYEAR(
DATESMTD('DatesforPivot_PostedDt'[Date])
),
FILTER(
ALL(DatesforPivot_PostedDt),
DatesforPivot_PostedDt[MonthOfYear] <= (MONTH(NOW())-1)
)
)+
CALCULATE(
[Total Charge's],
SAMEPERIODLASTYEAR(
DATESMTD('DatesforPivot_PostedDt'[Date])
),
FILTER(
ALL(DatesforPivot_PostedDt),
DatesforPivot_PostedDt[MonthOfYear] = MONTH(NOW())
&& 'DatesforPivot_PostedDt'[DayOfMonth] <= DAY(NOW())
)
)

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