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EZV12
Helper IV
Helper IV

Formula PREVIOUSMONTH & DATESYTD

Hello,

I have an issue with the combinasion of formulas PREVIOUSMONTH & DATESYTD. I need the YTD Sum of previous month's value & current month's value.  Here below are the formulas:
 
Sum Inventory PreviousMonth = CALCULATE ([Sum Inventory], PREVIOUSMONTH('Calendar'[Date])) 
Sum Inventory PreviousMonth YTD = CALCULATE([Sum Inventory PreviousMonth], DATESYTD( 'Calendar'[Date] ))
 
The result of "Sum Inventory PreviousMonth YTD" is not correct, there is only the value of previous month instead of the YTD SUM of value of previous month & value of current month.
 
Can anybody help?
Thanks and best regards
1 ACCEPTED SOLUTION
CNENFRNL
Community Champion
Community Champion

Your measure,

Sum Inventory PreviousMonth YTD =
CALCULATE( [Sum Inventory PreviousMonth], DATESYTD( 'Calendar'[Date] ) )

=
CALCULATE(
    CALCULATE( [Sum Inventory], PREVIOUSMONTH( 'Calendar'[Date] ) ),
    DATESYTD( 'Calendar'[Date] )
)

obviously, inner filter PREVIOUSMONTH overrides outer DATESYTD.

 

You may want to try,

=
CALCULATE(
    CALCULATE( [Sum Inventory], DATESYTD( 'Calendar'[Date] ) ),
    PREVIOUSMONTH( 'Calendar'[Date] )
)

Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

View solution in original post

3 REPLIES 3
CNENFRNL
Community Champion
Community Champion

Your measure,

Sum Inventory PreviousMonth YTD =
CALCULATE( [Sum Inventory PreviousMonth], DATESYTD( 'Calendar'[Date] ) )

=
CALCULATE(
    CALCULATE( [Sum Inventory], PREVIOUSMONTH( 'Calendar'[Date] ) ),
    DATESYTD( 'Calendar'[Date] )
)

obviously, inner filter PREVIOUSMONTH overrides outer DATESYTD.

 

You may want to try,

=
CALCULATE(
    CALCULATE( [Sum Inventory], DATESYTD( 'Calendar'[Date] ) ),
    PREVIOUSMONTH( 'Calendar'[Date] )
)

Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

Thank you very much for your help!

Best regards

parry2k
Super User
Super User

@EZV12 why you are using the Previous month measure in DATESYTD why not just do 

 

CALCULATE ([Sum Inventory], DATESYTD('Calendar'[Date])) 

 

What you are trying to achieve?



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