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bw70316 Member
Member

FYTD Daily % Measure Needed -- DAX

what would the DAX equation be to achieve the daily FYTD % numbers. Basically, July 1 = 1/365, July 2= 2/365, etc. So that June 30 = 365/365

2 ACCEPTED SOLUTIONS

Accepted Solutions
Community Support Team
Community Support Team

Re: FYTD Daily % Measure Needed -- DAX

Hi @bw70316

If you want to calcuate values based on the date in this period: year/7/1~year+1/6/30,

Ashish_Mathur and mattbrice provide good solutions, 

as tested, i use their formula to create two measures:

s1 = CALCULATE(SUM('Data'[value]),DATESYTD('Table'[Date],"6/30"))

s2 = TOTALYTD(SUM('Data'[value]),'Table'[Date],"6/30")

to get the percent as shown, 

please create calcuated columns in the calendar table (called "Table" in my test)

year = YEAR('Table'[Date])

month = MONTH('Table'[Date])

day = DAY('Table'[Date])

total_days =
IF (
    [month] >= 7,
    DATEDIFF ( DATE ( [year], 7, 1 ), DATE ( [year] + 1, 6, 30 ), DAY )
        + 1,
    DATEDIFF ( DATE ( [year] - 1, 7, 1 ), DATE ( [year], 6, 30 ), DAY )
        + 1
)

then create measures:

count_date = CALCULATE(COUNT('Table'[Date]),DATESYTD('Table'[Date],"6/30"))

FYTD % = [count_date]/MAX('Table'[total_days])

FYTD _format = [count_date]&"/"&MAX('Table'[total_days])

14.png

Best Regards

Maggie

 


Community Support Team _ Maggie 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

Community Support Team
Community Support Team

Re: FYTD Daily % Measure Needed -- DAX

Hi @bw70316

Do these replies help to slove your problem?

If not, please let me know.

 

Best regards

Maggie

 

Community Support Team _ Maggie 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

4 REPLIES 4
mattbrice Senior Member
Senior Member

Re: FYTD Daily % Measure Needed -- DAX

TOTALYTD ( SUM ( Table[Value] ) , DimDate[Date], "06/30" )

Super User
Super User

Re: FYTD Daily % Measure Needed -- DAX

Hi,

 

Try this

 

=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"30/6"))

 

Hope this helps.

Community Support Team
Community Support Team

Re: FYTD Daily % Measure Needed -- DAX

Hi @bw70316

If you want to calcuate values based on the date in this period: year/7/1~year+1/6/30,

Ashish_Mathur and mattbrice provide good solutions, 

as tested, i use their formula to create two measures:

s1 = CALCULATE(SUM('Data'[value]),DATESYTD('Table'[Date],"6/30"))

s2 = TOTALYTD(SUM('Data'[value]),'Table'[Date],"6/30")

to get the percent as shown, 

please create calcuated columns in the calendar table (called "Table" in my test)

year = YEAR('Table'[Date])

month = MONTH('Table'[Date])

day = DAY('Table'[Date])

total_days =
IF (
    [month] >= 7,
    DATEDIFF ( DATE ( [year], 7, 1 ), DATE ( [year] + 1, 6, 30 ), DAY )
        + 1,
    DATEDIFF ( DATE ( [year] - 1, 7, 1 ), DATE ( [year], 6, 30 ), DAY )
        + 1
)

then create measures:

count_date = CALCULATE(COUNT('Table'[Date]),DATESYTD('Table'[Date],"6/30"))

FYTD % = [count_date]/MAX('Table'[total_days])

FYTD _format = [count_date]&"/"&MAX('Table'[total_days])

14.png

Best Regards

Maggie

 


Community Support Team _ Maggie 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

Community Support Team
Community Support Team

Re: FYTD Daily % Measure Needed -- DAX

Hi @bw70316

Do these replies help to slove your problem?

If not, please let me know.

 

Best regards

Maggie

 

Community Support Team _ Maggie 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

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