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plddogs Frequent Visitor
Frequent Visitor

Prior Year YTD won't calculate

Hi guys,

 

Quick question on Prior Year YTD. I've been following the solved solutions on the prior threads but can't get my results to work.

 

I've created a separate contiguous date table (New Dates) to link to my General Ledger table "Date" column (The GL transactions table has multiple transactions for various dates) as one to many relationship. 

 

I've then written my YTD and prior YTD measures as such:

 

Net Amount = sum(GeneralLedger[Net Amount])

YTD Total = TOTALYTD([Net Amount],GeneralLedger[Date])

YTD Prior = CALCULATE([Net Amount], SAMEPERIODLASTYEAR('New Dates'[Date]))

This the the resulting table:

 

powerbi.png

 

Any ideas why this isn't working?

 

Much appreciated for the help!

1 ACCEPTED SOLUTION

Accepted Solutions
Jack09 Frequent Visitor
Frequent Visitor

Re: Prior Year YTD won't calculate

Hi @plddogs

 

You can use below DAX for your Prior Year calculation:

 

Prior YTD: TOTALYTD([Net Amount], DATEADD(GeneralLedger[Date], -1, YEAR))

 

I think it'll works for you.

 

5 REPLIES 5
Phil_Seamark Super Contributor
Super Contributor

Re: Prior Year YTD won't calculate

HI @plddogs

 

Please try this

 

YTD Prior = CALCULATE('GeneralLedger'[YTD Total], SAMEPERIODLASTYEAR('New Dates'[Date]))

To learn more about DAX visit : aka.ms/practicalDAX

Proud to be a Datanaut!

plddogs Frequent Visitor
Frequent Visitor

Re: Prior Year YTD won't calculate

Sorry, I m not sure I get that formula. Maybe you can help explain.

 

Is there suppose to be an expression after calculate? And also, GenearlLedger [YTD Total] is not set as a dimension at this point.

 

 

Phil_Seamark Super Contributor
Super Contributor

Re: Prior Year YTD won't calculate

Hi @plddogs

 

It should just be referencing your calculated measure

 

YTD Prior = CALCULATE([YTD Total], SAMEPERIODLASTYEAR('New Dates'[Date]))

To learn more about DAX visit : aka.ms/practicalDAX

Proud to be a Datanaut!

Jack09 Frequent Visitor
Frequent Visitor

Re: Prior Year YTD won't calculate

Hi @plddogs

 

You can use below DAX for your Prior Year calculation:

 

Prior YTD: TOTALYTD([Net Amount], DATEADD(GeneralLedger[Date], -1, YEAR))

 

I think it'll works for you.

 

plddogs Frequent Visitor
Frequent Visitor

Re: Prior Year YTD won't calculate

Figured it out. Thanks all!

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