Dynamic YTD and MTD Total

[anelliaf]

I have a 'Card' with a current YTD total and last year's YTD total.  I'd also like to do this for Current Month and Last Month totals.

Is there a way to make the year and months dynamic without having to go into the report after each year and month and change the card totals? 

For example, this month is March so Current Month Total would be for March.  Next month I would need to change the filter to show April as Current Month Total.

I'm sure there's a way, I just can't figure it out.

Thanks,

Frank

[amitchandak · Accepted solution]

You can ytd, using time intelligence and date function. You can use relative date slicer to control date on your page

https://docs.microsoft.com/en-us/power-bi/visuals/desktop-slicer-filter-date-range

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

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,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/

[Greg_Deckler]

Sure, perhaps use TODAY(). Or grab the MAX date in your fact table and use that for current date.

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