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quickcreator
Helper I
Helper I

3YTD for 3 years back - All 3 years in summary (not 3 separate values)

Looking for code on 3YTD for 3 years. For example, from Jan 1, 2006 - Dec 31, 2008. I'm not looking for YTD in 2006, YTD in 2007, and YTD in 2008. I'm looking for the running total for all three years together.  Thanks  for your help!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

Make sure you have date calendar joined with date

try

Rolling 3 = 
Var _endDate = date(2018,12,31)
CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],_endDate,-3,YEAR))


Rolling 3 = 
Var _endDate = date(2016,01,01)
CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],_endDate,3,YEAR))

Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,YEAR))
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max(Sales[Sales Date]),-3,YEAR)) 

 

 

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/

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @

Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Connect on Linkedin

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

Make sure you have date calendar joined with date

try

Rolling 3 = 
Var _endDate = date(2018,12,31)
CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],_endDate,-3,YEAR))


Rolling 3 = 
Var _endDate = date(2016,01,01)
CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],_endDate,3,YEAR))

Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,YEAR))
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],max(Sales[Sales Date]),-3,YEAR)) 

 

 

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/

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @

Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Connect on Linkedin

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