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I have a problem. I have a Period Date which has a Year option. It has a month, year, etc hierarchy. There is a problem when having the previous year to date. The FY is from April, Year(XX), to March Year (XX). I need to calculate from YTD for PeriodDT, if current PeriodDT is this month, or current month, for last years NET. SO, if i choose PeriodDT 2019, it will show all NET from last year up to todays month. Attached pbi.
I also need to choose location, to show the FYTD NEt and Previous YTD Net
https://www.dropbox.com/s/shep5bn6kbvvzfd/GURU%20Test.pbix?dl=0
Solved! Go to Solution.
First of all, create a calendar table
https://docs.microsoft.com/en-us/dax/calendar-function-dax
Then try totalytd
https://docs.microsoft.com/en-us/dax/totalytd-function-dax
Use period end date in the given formula
Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31")) Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))
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.
First of all, create a calendar table
https://docs.microsoft.com/en-us/dax/calendar-function-dax
Then try totalytd
https://docs.microsoft.com/en-us/dax/totalytd-function-dax
Use period end date in the given formula
Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31")) Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))
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.
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