Help with Dax - Day on Day difference, with MTD and YTD

[Anonymous]

Hi, can you please assist with my DAX issue?

I have this data - see table below:

The Day on Day difference is taking the current day sales and subtracting the previous day sales.

This was achieve using the dax below:

Day on Day difference =
VAR currentDate = MAX('Date'[Date])
VAR priorDate = CALCULATE(MAX('Date'[Date]), ALL('Date'[Date]), 'Date'[Date] < currentDate)
VAR priorDateSales = CALCULATE(SUMX('Sales','Sales'[DailySales), 'Date'[Date] = priorDate)
VAR CurrentDaySales = CALCULATE(SUMX('Sales','Sales'[DailySales), 'Date'[Date] = currentDate)
VAR daydiff = CurrentDaySales-priorDateSales
RETURN
daydiff

The problem I have is I need the YTD and MTD totals to be used in a Card Visual, but i only get the yesterday value (for 17th July) as you see in the table above.

Please how do I calculate the YTD and MTD totals for the Day on Day difference?

Thanks.

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[amitchandak]

@Anonymous , rfer these I tried answer some those questions

https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

https://medium.com/@amitchandak.1978/power-bi-day-intelligence-questions-time-intelligence-5-5-5c3243d1f9

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[Greg_Deckler]

@Anonymous - So, typically with YTD and MTD you use time intelligence functions with a separate date table. https://docs.microsoft.com/en-us/dax/time-intelligence-functions-dax

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

[Anonymous]

Thanks @Greg_Deckler 

Unfortunately this did not help - when i used the DATEYTD and the date table, i only got the same result as the Yesterday measure:

I am hoping to see the total of 36,130 (all days), instead of 0 which is the yesterday value for 17th July

[Greg_Deckler]

@Anonymous - Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[Anonymous]

@Greg_Deckler 

I have added my sample data as text below.

Original data - Date and DailySales:

Date	DailySales
01-Jul-20	-35,300
02-Jul-20	-38,150
03-Jul-20	-35,800
06-Jul-20	-23,650
07-Jul-20	-30,900
08-Jul-20	-19,750
09-Jul-20	-28,700
10-Jul-20	-25,850
13-Jul-20	-17,610
14-Jul-20	-5,960
15-Jul-20	-2,220
16-Jul-20	-2,220
17-Jul-20	-2,220
Total

1st task - to calculate the day on day difference in the days, so Today sales - yesterday sales. 

I could not use the DATEADD or PREVIOUSDAY functions as the dates have gaps - no sales on weekends.

So to achive that, I used the dax fomular below to create a data on day difference column:

Day on Day difference =
VAR currentDate = MAX('Date'[Date])
VAR priorDate = CALCULATE(MAX('Date'[Date]), ALL('Date'[Date]), 'Date'[Date] < currentDate)
VAR priorDateSales = CALCULATE(SUMX('Sales','Sales'[DailySales), 'Date'[Date] = priorDate)
VAR CurrentDaySales = CALCULATE(SUMX('Sales','Sales'[DailySales), 'Date'[Date] = currentDate)
VAR daydiff = CurrentDaySales-priorDateSales
RETURN
daydiff

Date	DailySales	Day on Day difference
01-Jul-20	-35,300	3,050
02-Jul-20	-38,150	-2,850
03-Jul-20	-35,800	2,350
06-Jul-20	-23,650	12,150
07-Jul-20	-30,900	-7,250
08-Jul-20	-19,750	11,150
09-Jul-20	-28,700	-8,950
10-Jul-20	-25,850	2,850
13-Jul-20	-17,610	8,240
14-Jul-20	-5,960	11,650
15-Jul-20	-2,220	3,740
16-Jul-20	-2,220	0
17-Jul-20	-2,220	0
Total		0

This works fine for Yesterday's Day on Day difference, I now want the MTD and YTD totals for the Day on Day column.

When i use CALCULATE(Day on Day difference, DATEMTD('Date'[Date])), i still get the same 0 total, i expect to see 31,130

Date	DailySales	Day on Day difference	Day on Day with DATEYTD	Expected Results
01-Jul-20	-35,300	3,050	3,050	3,050
02-Jul-20	-38,150	-2,850	-2,850	-2,850
03-Jul-20	-35,800	2,350	2,350	2,350
06-Jul-20	-23,650	12,150	12,150	12,150
07-Jul-20	-30,900	-7,250	-7,250	-7,250
08-Jul-20	-19,750	11,150	11,150	11,150
09-Jul-20	-28,700	-8,950	-8,950	-8,950
10-Jul-20	-25,850	2,850	2,850	2,850
13-Jul-20	-17,610	8,240	8,240	8,240
14-Jul-20	-5,960	11,650	11,650	11,650
15-Jul-20	-2,220	3,740	3,740	3,740
16-Jul-20	-2,220	0	0	0
17-Jul-20	-2,220	0	0	0
Total		0	0	31,130

I hope this makes my issue clearer.

[amitchandak]

@Anonymous , do want to stop YTD a day before

YTD Sales till yesterday = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"), Date[Date] <=Max(Date[Date])-1 )

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

Day level formula is in the blog, I already shared