YTD value in MTD Metrix

[Anonymous]

Hi, 

I have created Montly data values in metrix tables and now I need to show YTD values for each columns for same rows so how could I do it with DAX?

[vivran22]

Hello @Anonymous ,

Can you share more details on the requirement? Sample data with required output will help.

You may also refer to the following article on YTD calculation:

https://www.vivran.in/post/dax-time-intelligence-part-2-till-date-aggregations

Cheers!
Vivek

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If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)

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[Anonymous]

Thanks for the reply @vivran22 if you see the value in right side, it is MTD and I want to show left side Year to Date value in Month to date metrix table. 

[vivran22]

@Anonymous ,

You may use Time Intelligence DAX DATESMTD & DATESYTD (as explained in the article)

 Qty Sold (DatesMTD)RT = 
  CALCULATE(
  [Qty Sold],
   DATESMTD(ftCalendar[Date])
   )

 Qty Sold (DatesYTD) = 
  CALCULATE(
    [Qty Sold],
      DATESYTD(ftCalendar[Date])
  )
 

If you are not using a calendar table, replace the ftCalendar[Date] with your table date column.

Cheers!
Vivek

If it helps, please mark it as a solution. Kudos would be a cherry on the top 🙂
If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)

Blog: vivran.in/my-blog
Connect on LinkedIn
Follow on Twitter

[Anonymous]

Thanks @vivran22 by selecting the slicer, I have got this result which seems incorrect. if you see previous image where MTD value under Sydney Core and Edge have different rows so I would need to replace only numbers with YTD for those MTD rows.

[vivran22]

@Anonymous 

Can you share the sample data/pbiix file?

Cheers!
Vivek

Blog: vivran.in/my-blog
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