ytd multipe years

[BoBBie]

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 previous years.

I have created 2 measures:

Orders YTD-0 = CALCULATE (TOTALYTD([Total orders]; 'Date_table'[date])) 

Orders YTD-1 = CALCULATE([Orders YTD-0];SAMEPERIODLASTYEAR('Date_table'[date]))

unfortenately only amount of current year (2018) and previous year (2017) are correct (YTD).

All other previous years shows full years amount.... 😞

[v-frfei-msft]

Hi @BoBBie,

I made one sample for your reference. If it doesn't meet your requirement, kindly share your sample data and excepted result to me.

1. Create a date table.

date = CALENDARAUTO()

2. Create the measures as below.

YTD = TOTALYTD(SUM(Table1[sales]),Table1[date])

ytd-1 = CALCULATE([YTD],SAMEPERIODLASTYEAR(Table1[date]))

For more details, please check the pbix as attached.

Regards,

Frank

[BoBBie]

Hi Frank,

thanks for reply!

Your sample-date only have data in one month..... My data containts lots of daily data / transactions from 2011 till today.

What I need is to show the data of previouws years ONLY for exact the same period.

So I can compare the selected periods clearly. 

e.g.:

            2015     2016    2017    2018

jan         100      150       160     100

feb         250      275       300     100

mar        300      325       400     200 

apr         100        90         50     100

may       200      210        260     200

jun         150      175        100       50 

jul          200      225        300     250

aug          50        75          50    100

sep           50        40       100     150  

oct           50         20       100      25

nov        100       150         50 

dec        200       200         75

total:    1.650   1.935     1.945    1.275       

total:   1.350  1.585    1.820    1.275

now previous years shows data of whole year.... 

(i'm sorry, I made an exampe file but can not attach it here)

[v-frfei-msft]

Hi @BoBBie,

You can upload your sample file to dropbox and share the link here.

Regards,

Frank

[BoBBie]

Hi Frank,

Data:

https://www.dropbox.com/s/9zxtoauleo7v2cb/test%20date%20-%20ytd.pbix?dl=0

Data edited (deleted data in sample data):

https://www.dropbox.com/s/2vvbmz0gt1evfdl/test%20date%20-%20ytd%20%5Bedit%20sample%20data%29.pbix?dl...

Thanks!

BoB

[v-frfei-msft]

Hi @BoBBie,

Please refer to the new measures.

ytd = CALCULATE(COUNTA(Blad4[orderno]),FILTER(ALL(Blad4),Blad4[Year]<=MAX(Blad4[Year])))

ytd-1-new = [ytd]-COUNTA(Blad4[orderno])

For more details, please check the pbix as attached.

Regards,

Frank

[BoBBie]

Hi @v-frfei-msft Frank,

thanks again. 

It's not exacty what i'm looking for. Maybe I misinterpet the ytd function......

The file: https://www.dropbox.com/s/9zxtoauleo7v2cb/test%20date%20-%20ytd.pbix?dl=0 

is the original file. 

 I) Why does PBI shows '2019' (YTD-1 (sameperiodlastyear) while there is no '2019' data? (my fault....using 'previous year' and date table so data year-1 which is 2018 for 2019....)

II) The latest day in the sample data is 11-06-18 (11 june 18) --> what I need is that all data previouws years is the same period in the corresponding years:

  - 01-01-18 - 11-06-18

  - 01-01-17 - 11-06-17

  - 01-01-16 - 11-06-16

  - 01-01-15 - 11-06-15

 please note: that the actual data-set is updated daily (data till day before today) so the 'latest actual date' will be the day before today

The file: https://www.dropbox.com/s/2vvbmz0gt1evfdl/test%20date%20-%20ytd%20%5Bedit%20sample%20data%29.pbix?dl...

I edited the file: deleted all data >11-06 so the figure shows the date like the way I prefer 🙂

thanks again!

BoB

[BoBBie]

Hi @v-frfei-msft,

Can you please help me....? I'm getting desperate...... 😉

thanks!

BoB

[parry2k]

@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 )

[BoBBie]

Hi @parry2k,

thanks for help!

Unfortenately is is not working correctly.....

I think the solution is a filter for all years (current and previous years) in the month and day of the latest orderdate......

The Y-1 is only for visual comparison in the column chart...

I'm new with PBI & DAX so it's a bit trial and error (a).

BoB

[parry2k]

@BoBBie based on the question you posted, it si working as expected. see attached.

[parry2k]

attached now

[BoBBie]

Hi @parry2k,

Almost......the YTD-2 numbers are 'fixed' 

So I can't drill down in the chart column.

In this file I have edited the date (deleted data month & date > last order date 11-6-18 in sample data):

https://www.dropbox.com/s/2vvbmz0gt1evfdl/test%20date%20-%20ytd%20%5Bedit%20sample%20data%29.pbix?dl...

and this is how it should work.....

The latest day in the sample data is 11-06-18 (11 june 18) --> what I need is that all data previouws years is the same period in the corresponding years:

  - 01-01-18 - 11-06-18

  - 01-01-17 - 11-06-17

  - 01-01-16 - 11-06-16

  - 01-01-15 - 11-06-15

 please note: that the actual data-set is updated daily (data till day before today) so the 'latest actual date' will be the day before today

thanks again!

BoB 

[BoBBie · Accepted solution]

@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])) 

[parry2k]

attached now