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Regular Visitor

## YTD / MTD calculation

Hi,

I need to calculate Year to date amounts but starting in September, not as calendar date.  Also I need to show both period in same dashboard (YTD and MTD). Any ideas/solution for this ?

Regards.

3 ACCEPTED SOLUTIONS

Accepted Solutions
Super User

## Re: YTD / MTD calculation

The DATESYTD function has an optional parameter which lets you specify the year end

https://msdn.microsoft.com/en-us/query-bi/dax/datesytd-function-dax

Proud to be a Datanaut!

Member

## Re: YTD / MTD calculation

you can use the function CALCULATE(SUM[AMOUNT],DATESYTD[dates]) and then when you put in the visual remember to put the dates too and filter since september.

Other function that i think... is to create a new table with dates since september (one date for each row). do a relathionship between your table of sales & dates and then is new table of dates to use in the visuals

Highlighted
Regular Visitor

## Re: YTD / MTD calculation

Hi,

I created a  base table date for filter purposes. Thanks !

4 REPLIES 4
Super User

## Re: YTD / MTD calculation

The DATESYTD function has an optional parameter which lets you specify the year end

https://msdn.microsoft.com/en-us/query-bi/dax/datesytd-function-dax

Proud to be a Datanaut!

Member

## Re: YTD / MTD calculation

you can use the function CALCULATE(SUM[AMOUNT],DATESYTD[dates]) and then when you put in the visual remember to put the dates too and filter since september.

Other function that i think... is to create a new table with dates since september (one date for each row). do a relathionship between your table of sales & dates and then is new table of dates to use in the visuals

Regular Visitor

## Re: YTD / MTD calculation

Hi,

Thanks.!! It helped.

Highlighted
Regular Visitor

## Re: YTD / MTD calculation

Hi,

I created a  base table date for filter purposes. Thanks !