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Sylvine_Wyz
Helper IV
Helper IV

DAX YTD last year until the last end of month

Hello

I'm a new in the power bi's practice.
I would like a measure for calculate the total of sales about N-1 until the last month of year N.

(01/01/2019 to 30/06/2019 if today we are the 10/07/2020)

(01/01/2019 to 31/07/2019 if today we are the 05/08/2020)

 

Can you help me please ?

 

Thanks in advance

 

have a nice day

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Sylvine_Wyz , try like

YTD QTY forced= 
var _max = eomonth(today(),-1)
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = eomonth(date(year(today())-1,month(today()),day(today())),-1)
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

 

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-Y...


Appreciate your Kudos.

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@Sylvine_Wyz , try like

YTD QTY forced= 
var _max = eomonth(today(),-1)
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = eomonth(date(year(today())-1,month(today()),day(today())),-1)
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

 

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-Y...


Appreciate your Kudos.

Hello @amitchandak 
I would like the same formul but without DATESYTD. I don't want a cumulative.
If i choose February in my segment month : i want the total of February only and not the total of January + February
If i choose "all" in my segment month : i want the total of January until end of month M-1

Can you help Me ?

 

Thanks in advance

 

Good night !

Perefect ! 
Thanks very much! @amitchandak 

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