YTD Calculation Based on New Matrix Visual

[Rsanjuan]

Hello,

I'm trying to find the right YTD calculation to implement the new matrix visual.  For example, say the date field = Master[Created Date].

I created the following -->  Bid Year = Master[Created Date].Year  to use as a row in the visual.

Then, I would like to display the YTD calculation for the last 2 years for Bid Volume.  What's the correct syntax?

Currently, it's calculating for the full year in 2015 and 2016.  Please see below:

Thanks in advance for help!

[parry2k]

Can you share your data model? Do you have dedicated calendar table which is best practice for time intelligence analysis.

Here is example link to create calendar table and then we can add measure for YTD.

There are my thread in the forum to address this, here is link to one such thread.

Thanks,

P

[Rsanjuan]

@parry2k 

Sorry for the late reply.  Yes, I have a date table:

Date = ADDCOLUMNS(CALENDAR(DATE(2000,1,1),DATE(2025,12,31)),
"DateAsInteger", FORMAT ( [Date], "YYYYMMDD" ),
"Year", YEAR ( [Date] ),
"Monthnumber", FORMAT ( [Date], "MM" ),
"YearMonthnumber", FORMAT ( [Date], "MM YYYY" ),
"YearMonthShort", FORMAT ( [Date], "mmm YYYY" ),
"MonthNameShort", FORMAT ( [Date], "mmm" ),
"MonthNameLong", FORMAT ( [Date], "mmmm" ),
"DayOfWeekNumber", WEEKDAY ( [Date] ),
"DayOfWeek", FORMAT ( [Date], "dddd" ),
"DayOfWeekShort", FORMAT ( [Date], "dddd" ),
"Quarter", "Q" & FORMAT ( [Date], "Q" ),
"YearQuarter", FORMAT ( [Date], "YYYY" ) & "/Q" & FORMAT ( [Date], "Q" )
)

And here is one variable I'm trying to calculate using the new matrix preview visual:

Bid Volume = DistinctCount(Master[Bid_Number__c])

I do know how to calculate the YTD value

Bid Value = Calculate(Distinctcount(Master[Bid_Number_c]),Year(Master[CreatedDate)=Year(Today()))

The problem is that it will calculate it for 2017.  And when I use the new matrix visual with using BidYear = Master[CreatedDate].[Year] as a row value, it will only show data for 2017.

[parry2k]

here is the link for YTD calculation

Hope it is helpful, feel free to reach out if need further help.