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Frequent Visitor
Posts: 8
Registered: ‎05-12-2016
Accepted Solution

DAX: YTD and PYTD questions

I have a dashboard with a table view that has categories of crime along the left side and columns of totals for YTD figures and Previous YTD figures. On the current year or monthly totals the figures are correct. If it is the first few days in January I get correct numbers for the current month, but on all previous time calculations I get the totals for the entire month and the formulas do not respect the partial days in the current month. For instance,.... if I run the report for the first 5 days in January I would like the previous calculations for the year prior to respect only those first 5 days in January as well. Also I cannot share the model for obvious reasons. Any help would be appreciated. 

 

My YTD DAX:

YTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESYTD(MasterDate[Date])) 

 

My PYTD DAX:

LYTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]), DATEADD(DATESYTD(MasterDate[Date]),-1,YEAR)) 

 

My MTD DAX:

MTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESMTD(MasterDate[Date]))

 

My PMTD DAX:

LYMTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATEADD(DATESMTD(MasterDate[Date]), -1,YEAR))

 

Table.png

 


Accepted Solutions
Frequent Visitor
Posts: 4
Registered: ‎01-20-2017

Re: DAX: YTD and PYTD questions

Use of DATESBETWEEN and EDATE functions should resolve this, please check this.

LYMTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESBETWEEN(MasterDate[Date], EDATE(STARTOFMONTH(MasterDate[Date]),-12),
EDATE(TODAY(),-12)
))

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All Replies
Frequent Visitor
Posts: 4
Registered: ‎01-20-2017

Re: DAX: YTD and PYTD questions

Use of DATESBETWEEN and EDATE functions should resolve this, please check this.

LYMTD = CALCULATE(DISTINCTCOUNT(lwmain[lwmainid]),DATESBETWEEN(MasterDate[Date], EDATE(STARTOFMONTH(MasterDate[Date]),-12),
EDATE(TODAY(),-12)
))

Senior Member
Posts: 395
Registered: ‎02-17-2016

Re: DAX: YTD and PYTD questions

Hi @dkel6177

 

Please check out the link

 

 

http://community.powerbi.com/t5/Desktop/How-to-display-sales-YTD-and-sales-last-YTD-over-years/m-p/1...

 

 

If this solves your issue please give KUDOS.

 

Cheers

 

CheenuSing

Highlighted
Visitor
Posts: 1
Registered: ‎03-10-2017

Re: DAX: YTD and PYTD questions

How did you get the status icons for KP_ and K_ columns?