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BoBBie's avatar
BoBBie
Frequent Visitor
7 years ago
Solved

ytd multipe years

I have a database with all sales data from 2012 (inclusing a seperate date table). I want to display the sales orders amount of current year to date (data is updated / synct daily) including all prev...
  • BoBBie's avatar
    BoBBie
    7 years ago

    parry2k, v-frfei-msft,

     

    solved by searching the community YTD untill today thanks to OwenAuger

     

     

     

    YTD Values till last orderdate = 
VAR LOD = [Last Order Date]
VAR TodayMonth =
    MONTH ( LOD )
VAR TodayDay =
    DAY ( LOD )
VAR YearDateFilter =
    GENERATE (
        VALUES ( 'date table'[year] );
        VAR TodayInCurrentYear =
            DATE ( 'date table'[year] ; TodayMonth; TodayDay )
        RETURN
            CALCULATETABLE (
                DATESYTD ( 'date table'[Date] );
                TREATAS ( { TodayInCurrentYear }; 'date table'[Date] )
            )
    )
RETURN
    CALCULATE ( DISTINCTCOUNT(Blad1[orderno]); KEEPFILTERS ( YearDateFilter ) )

    and

     

     

    YTD-PY values till last order date = CALCULATE([YTD Values till last orderdate];SAMEPERIODLASTYEAR('date table'[Date]))
BoBBie's avatar
BoBBie
Frequent Visitor
7 years ago

Hi v-frfei-msft,

 

Can you please help me....? I'm getting desperate...... ;-)

 

thanks!

BoB

parry2k's avatar
parry2k
Super User
7 years ago

BoBBie try following two measures and I guess this will get you the result

 

first calculated the all time last order date:

 

Last Order Date = CALCULATE( max( Blad1[orderdate] ), ALL( Blad1 ) )

Create last ytd order count based on last order date, in this measure we will calculate the date for each year and filter orders until that date, feel free to change the measure to meet you need.

 

ytd-2 = 
VAR currentYear  = MAX( 'date table'[year] ) 
VAR currentYearLastDate = DATE(currentYear, MONTH( [Last Order Date] ), day( [Last Order Date] ) )
RETURN 
    CALCULATE( [ytd], 'date table'[Date] <= currentYearLastDate )