TTM Calculation for past 3 years

[djoellet]

Hi there,  

I have three years of data, and I need to add a conditional column  based on [Date] that will return a TTM period so I can filter.  I want TTM current year (CY), TTM prior year (PY), and TTM (2Y) two years ago.  And if possible, I would like it to be dynamic so that it will update.  I have tried a couple of different formulas but without success. 

So the periods would look like this:

CY = TTM Current Year - January 1, 2022 - December 31, 2022

PY = TTM Last Year - January 1, 2021 - December 31, 2021

2Y = TTM Two Years - January 1, 2020 - December 31, 2020

Thanks for reading and any assistance !

[v-binbinyu-msft · Accepted solution]

Hi @djoellet ,

Please try below steps:

1. below is my test table

Table:

2. add a new column with below dax formula

TTM =
VAR _date = [Date]
VAR cur_date =
    TODAY ()
RETURN
    SWITCH (
        TRUE (),
        YEAR ( _date ) = YEAR ( cur_date ), "CY",
        YEAR ( _date )
            = YEAR ( cur_date ) - 1, "PY",
        YEAR ( _date )
            = YEAR ( cur_date ) - 2, "2Y"
    )

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@djoellet , Logic based on today

This year Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = eomonth(_min,12 ,-1*month(today()) )
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last year Today =
var _max = eomonth(today(),-1*month(today()))
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

2nd Last year Today =
var _max = eomonth(today(),(-1*month(today()))-12)
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

https://medium.com/chandakamit/cheat-sheet-power-bi-time-intelligence-formulas-using-today-654f26e27...

All About Time Intelligence around Today: https://youtu.be/gcLhhxhXKEI

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s