year to date
8 TopicsCalculating Year To Date and Full Year
Hi Community I am asking for your help with a DAX measure i cant seem to figure out how to put together. Here is what i require. I want to create a bar chart that could look similar to the snippet i provided. (it shows year to date values from current fiscal year 2024-25) and four years back. However, i want to create a DAX measure that shows year to date, for my current fiscal year, i have a measure for that, where it takes into consideration my month selected in a slicer. Anything that is not current fiscal year should return the full year and disregard the month. I hope someone can help me provide what the code would look like to achieve this.Solved724Views0likes2CommentsDAX question: How to calculate YTD of the ratio of two measures.
Hello everyone. Consider the following scenario: I have two fact tables, where i am building two measures A & B such that: A = Calculate(sum(Table1[Column1]) B = Calculate(Count(Table2[ColumnA]), Table2[ColumnB]="ValueB", Table2[ColumnC] = "ValueC") I have also defined a measure C as: C = if(B>1000000 , DIVIDE(A*1000000,B), DIVIDE(A*100000,B)) and has visualized the results in a Matrix Visual. The problem that i am having begins when i try to calculate the YTD of measure C, as follows: YTD_C = TOTALYTD(C,Date[Date]) What is actually happening in YTD_C is Sum(A_i)/Sum(B_i) instead of sum(A_i/B_i) For example the YTD_C for 2013 -03-01 currently calculated is (A1+A2+A3)/(B1+B2+B3) but what i am looking to have is: (A1/B1 + A2/B2 + A3/B3) how can i achieve that? Greg_Deckler, any guidnance or thoughts would be really appreciated.824Views0likes4CommentsTime Intelligence Function - Do I need a calendar?
Hi, I am a bit confused if I would require a calendar for my data analysis. I viewed a post similar to my question but it did not give the answer I needed. My data is extracted from SAP to MS Excel as the example shown below. I am trying to perform an analysis of my current year actuals vs current year budget vs previous year actuals for each product group in respective to their country. This should be done as per the year to date figures. As you can see, my data does not have a calendar (day month/year) for each sales. Is this necessary? If so, what are my options? Posting Period Current Year Actual Current Year Budget Previous Year Actual 1 10,000 9,000 8,000 2 7,000 8,000 8,000 3 6,000 5,000 7,000 4 6,000 6,000 5,000 5 4,000 7,000 5,000 6 12,000 10,000 11,000 7 13,000 12,000 10,000 8 9,000 6,000 7,000 9 7,000 5,000 8,000 10 5,000 6,000 5,000 11 8,000 7,000 5,000 12 10,000 7,000 5,000 I'm currently trying to figure out how I can calculate the year to date values for each criteria (CY actuals vs CY budget vs PY actuals). With this, I want to summarise the data for each country/product group. I would really appreciate if you could help. Many thanks.1.2KViews0likes5CommentsYear to Date Graph
I am trying to build a chart that shows the data of each week as well as the YTD total as it goes through the weeks. Currently my DAX function is: Actuals YTD = TOTALYTD(SUM(Table1[Quantity]),'Date Table'[Date],all(Table1[Delivery Date]),"12/31") This is my DAX formula for a calculated column within my data table. The 'Date Table' is a table that I created using a DAX formula to link my all of my dates across the report. Why isn't my YTD function showing YTD? Even though the quantity is decreasing week over week, the YTD line should still be increasing. If possible, please provide some insight into what I am doing wrong with my YTD function and how I can edit it to get the graph I want. Thank you.Solved5.4KViews0likes6CommentsCompare this year to last year but only up to equivalent date to today
I've got two measures that count unique ID's. One for last year and one for this year look like this: YTD = TOTALYTD(COUNTA('Alerts (API)'[uid]), 'Alerts (API)'[date].[Date]) YTD last year = TOTALYTD(COUNTA('Alerts (API)'[uid]), SAMEPERIODLASTYEAR('Alerts (API)'[date].[Date])) These both give the correct values. However, the version for last year shows all future dates when visualised. For example, when I show the data in a KPI, the target value displays the sum for the whole of last year. What I want is the sum up to today's equivalent date for last year. I've tried filters for this but there's no way for me to filter dynamically. I don't want to have to come in every day and manually add a day.Solved725Views0likes2CommentsProject spans two years or more, based on start and end date need to know month in each year
We have a list of "Projects" with a start date and an end date. Many of the projects last for multiple years. For example, Project A starts on 02/15/2021 and will end on 8/20/2023. We are trying to create a formula that says how many months of the project's revenue can be attributed to calendar years 2021, 2022, and 2023. 2021 = 10 months 2022 = 12 months 2023 = 8 months I do not need it to be any more specific than money. I am new to PowerBI so any advice is welcomed.Solved1.6KViews0likes4CommentsSum Only for Selected Month Number YTD
Dear friends, i have question, how can i sum actual data only month 1 to 8 within 2020 & 2021 using DAX. Here is the table : Here is the data : year month forecast actual 2020 1 7 7 2020 2 10 5 2020 3 10 10 2020 4 8 8 2020 5 6 7 2020 6 5 7 2020 7 7 7 2020 8 6 9 2020 9 10 8 2020 10 5 9 2020 11 7 10 2020 12 9 10 2021 1 7 9 2021 2 6 10 2021 3 9 10 2021 4 10 6 2021 5 10 6 2021 6 9 6 2021 7 8 7 2021 8 5 9 2021 9 9 2021 10 5 2021 11 5 2021 12 10 Thanks for help..Solved3KViews0likes7CommentsHelp with a measure.
Hi I have a measure for Occupancy per course as follows Occupancy Forecast (%) = DIVIDE( SUMX('CTS Forecast Course Volume', [Forecast Total Attendees]), SUMX('CTS Forecast Course Volume', [Capacity per Course] * [Trainer Ratio] * [Volume]) ) This gives me an Occupancy percentage per course (because of the SUMX) and I can summarize by month as each course is linked to a date table I want to create a ytd measure of the same I am using a custom ytd measure as our year ends 31/03 so for example YTD Forecast Total Attendeed = CALCULATE([Total Forecast Attendees],DATESYTD('DateMASTER'[Date],"31/03")) where Total Forecast Attendees = sum(Forecast Attendees) Any ideas on the YTD calculation needed for the Occupancy Forecast % YTD?Solved1.4KViews0likes2Comments