To convert MTD data to YTD but with 3 variables

[Catherine84]

Hi all,

I will like to seek your kind help. I am pretty new to power BI and running into trouble getting the correct formulas.

I have a set of data below. Q1 numbers are correct. Q2,Q3 and Q4 are all YTD numbers and i need to create another columns to get the it to reflect QTD numbers

I have been trying but its not working, not sure if you all can help. I have quite a few items that must consider Ie RU, account code, year. Not sure how to gel them! 

Value2 = VAR pq = IF ( [Period] = "Q1", "Q2", "Q1" ) RETURN IF ( [Period] = "Q1", [Amount], [Amount] - CALCULATE ( MAX ( [Amount] ), FILTER ( ALL ( table ), [Year] = EARLIER ( [Year] ) && [Period] = pq), Filter([Table],[RU n  Account code]=[RU]&[Account code]) ) )

Thanks in Advance

RU	Account code	Period	Year	YTD Amount
XYZ Co	Salaries and Wages	Q1	2017	20
XYZ Co	Salaries and Wages	Q2	2017	30
XYZ Co	Salaries and Wages	Q3	2017	45
XYZ Co	Salaries and Wages	Q4	2017	80
XYZ Co	Salaries and Wages	Q1	2016	30
XYZ Co	Salaries and Wages	Q2	2016	50
XYZ Co	Salaries and Wages	Q3	2016	55
XYZ Co	Salaries and Wages	Q4	2016	80
ABC Co	Salaries and Wages	Q1	2017	34
ABC Co	Salaries and Wages	Q2	2017	60
ABC Co	Salaries and Wages	Q3	2017	75
ABC Co	Salaries and Wages	Q4	2017	100
ABC Co	Salaries and Wages	Q1	2016	20
ABC Co	Salaries and Wages	Q2	2016	43
ABC Co	Salaries and Wages	Q3	2016	54
ABC Co	Salaries and Wages	Q4	2016	80
XYZ Co	Bonus	Q1	2017	10
XYZ Co	Bonus	Q2	2017	20
XYZ Co	Bonus	Q3	2017	24
XYZ Co	Bonus	Q4	2017	32
XYZ Co	Bonus	Q1	2016	3
XYZ Co	Bonus	Q2	2016	5
XYZ Co	Bonus	Q3	2016	10
XYZ Co	Bonus	Q4	2016	15
XYZ Co	Bonus	Q1	2017	30
XYZ Co	Bonus	Q2	2017	43
XYZ Co	Bonus	Q3	2017	60
XYZ Co	Bonus	Q4	2017	75
XYZ Co	Bonus	Q1	2016	12
XYZ Co	Bonus	Q2	2016	25
XYZ Co	Bonus	Q3	2016	56
XYZ Co	Bonus	Q4	2016	76

[Sean · Accepted solution]

Hi @Catherine84 ,

I would suggest shaping the data better first In the Query Editor

1) select the Period column - Transform tab - click Extract - select Last Characters - type 1 - OK

2) change the Data Type of the Period column to Whole Number

3) click Group By - select Advanced

4) add these 4 groupings - RU - Account Code - Year - Period

5) for New column name - type - YTD Amount

6) for Operation - select - Sum

7) for Column - select - YTD Amount - OK

😎 Close and Apply

9) Finally create a New Column (this would be a DAX column)

DAX Amount =
VAR Company = Table1[RU]
VAR Code = Table1[Account code]
VAR CYear = Table1[Year]
VAR CQuarter = Table1[Period] // Period column is Number (1, 2, 3, 4) representing Quarters
RETURN
    [YTD Amount]
        - CALCULATE (
            SUM ( Table1[YTD Amount] ),
            FILTER (
                Table1,
                Table1[RU] = Company
                    && Table1[Account code] = Code
                    && Table1[Year] = CYear
                    && Table1[Period] = CQuarter - 1
            )
        )

DAX Amount V2 =
VAR Company = Table1[RU]
VAR Code = Table1[Account code]
VAR CYear = Table1[Year]
VAR CQuarter = Table1[Quarter] // Quarter column is Text (Q1, Q2, Q3, Q4)
RETURN
    Table1[YTD Amount]
        - CALCULATE (
            MAX ( Table1[YTD Amount] ), //Have to use MAX!
            FILTER (
                Table1,
                Table1[RU] = Company
                    && Table1[Account code] = Code
                    && Table1[Year] = CYear
                    && Table1[Quarter] < CQuarter
            )
        )

That should do it!

Now you data is shaped better and this new Amount column will show you the total per each Quarter only.

I'm sure ImkeF can probably do my last DAX step with M as well