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dw700d
Helper V
Helper V

Calculate YTD prior month numbers

I am trying to calculate YTD Prior month spend but something is off

This is the dax measure I am using

---YTD Spend PM = CALCULATE([YTD SPEND],DATEADD('Calendar'[Date],-1,MONTH))---

 

When I break it down by month the grand total shows the correct prior month spend which is 1580500 but it deletes the month of January and attributes the wrong YTD spend number for July. When I exclude the month then it appears that YTD spend is = YTD prior month spend which is not true.

 

YTD Prior month spend should be 1580500. What Dax measure can I write to show this?

 

The chart on the left shows correct YTD numbers, the chart on the right was my attempt to calculate the YTD prior month numbers

 

Capture.PNG

1 ACCEPTED SOLUTION
v-yingjl
Community Support
Community Support

Hi @dw700d ,

Create a relationship between your date table and fact table to use time-intelligence-function , create measures like this to get the expected result:

date relationship.png

YTD Spend PM =
CALCULATE ( [YTD Speed], DATEADD ( 'Table'[Date], -1, MONTH ) )

res.png

 

Attached sample file that you can refer: Calculate YTD prior month numbers.pbix

 

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-yingjl
Community Support
Community Support

Hi @dw700d ,

Create a relationship between your date table and fact table to use time-intelligence-function , create measures like this to get the expected result:

date relationship.png

YTD Spend PM =
CALCULATE ( [YTD Speed], DATEADD ( 'Table'[Date], -1, MONTH ) )

res.png

 

Attached sample file that you can refer: Calculate YTD prior month numbers.pbix

 

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

Greg_Deckler
Super User
Super User

@dw700d  - I just recently wrote something that might help: 

https://community.powerbi.com/t5/Quick-Measures-Gallery/To-bleep-With-TOTALMTD/td-p/1250110

 


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harshnathani
Super User
Super User

Hi @dw700d ,

 

Add a year Column in your visual.

 

Regards,

HN

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