Rolling last 13 months/YTD of dataset

[BMaurus]

Hi all,

I have a quick question about calculating two specific measures that I would need in order to automate/simplify the financial reporting in my company:

- last 13 months

- YTD.

My dataset looks like this, where I have one column "Monat" with a end-of-the-month value ("Wert") for every month:

How can I now create the two measures that are automtically adapting following refreshments of the dataset?

Many thanks in advance!

BR, Benedikt

[az38 · Accepted solution]

Hi @BMaurus 

try

last 13 month = 
CALCULATE(SUM(Table[Wert]), Table[Monat] >= DATEADD(Table[Monat], -13, MONTH), ALL(Table) )

and

YTD = 
TOTALYTD(SUM(Table[Wert]), Table[Monat], ALL(Table) )

[amitchandak]

@BMaurus , you can use following with time intelligence

Rolling 13 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-13,MONTH))

Last 13 period Month =
Var _max = maxx(allselected('Date','Date'[Date])
Var _min = date( year(_max),month(_max)-13,day(_max))
return
CALCULATE(SUM(Sales[Net Sales]),FILTER(all('Date'),'Date'[Date]>=_min && 'Date'[Date]<=_max))

Also refer : https://www.youtube.com/watch?v=duMSovyosXE

YTD various ways

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))
Previous Year = CALCULATE(SUM('order'[Qty]), PREVIOUSYEAR('Date'[Date]))


YTD QTY forced= 
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)


YTD QTY forced= 
var _max = maxx('order',[Order date])
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max1 =maxx('order',[Order date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

//only work with year 

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

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/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.