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I've been trying to get YTD measures to compare the current YTD against last year and 2 years ago YTDs. I was able to get the current YTD, but have been having trouble with the other two. 2016 is made up of 14 months and goes from Nov 2015 through Dec 2016 and 2015 starts on Nov 2014 through Oct 2015.
I have a table with account data that has dates and sales. I have also created a calendar table with dates, months, years etc. that's linked to the sales table. I have the following measures:
Total Sales = SUM(Sales[Sales])
CY YTD = TOTALYYTD([Total Sales], Sales[Date])
When I try to get LY YTD, I can't seem to get the amounts from Nov and Dec 2015 to be included. How can I get the time intelligence functions to adjust to these particular years? Thanks for your time and help.
Solved! Go to Solution.
Hi @Anonymous,
I downloaded the YTD_test pbix sent by you.
The approach I had taken is as under.
1. I changed your Dates table formation as - Dates = CALENDAR(MIN(Sales[Date]), MAX(Sales[Date]))
This is the best way to create a calendar table based on the minimum and maximum date of the fact tables.
2. Created a column called MonthNumber = Month(Dates[Date])
3. Set the MonthName to sorted by column MonthNumber.
4. Created a MonthSequentialNumber column
MonthSequentialNumber = ('Dates'[Year] - MIN( 'Dates'[Year] )) * 12 + 'Dates'[MonthNumber]
This generates a sequential number for each month and incremented by 1 for every month in the Dates table.
In the sample file this number ranges from 11 to 45.
To go back 1 year just need to subtract 12 from this. Similarly to go back 2 years subtract by 24 and so on.
5. Created a measure called
YTD1YearB4 = Calculate([Total Sales],Filter(ALL(Dates), Dates[Year] = Max(Dates[Year]) - 1 && Dates
[MonthSequentialNumber] <= Max(Dates[MonthSequentialNumber]) - 12) )
6. Created a measure called
YTD2YearB4 = Calculate([Total Sales],Filter(ALL(Dates), Dates[Year] = Max(Dates[Year]) - 2 && Dates
[MonthSequentialNumber] <= Max(Dates[MonthSequentialNumber]) - 24) )
Depending on the Year selected it will report the 1year before and 2 year before total sales.
I have uploaded the file in one drive. and the link is
https://1drv.ms/u/s!ApP3mBZyGaHfzyeQc9QxgrROjsFD
If this works for you please accept this as a solution and also give KUDOS.
Cheers
CheenuSing
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