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cristianml Member
Member

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 ?

 

Thanks in advance.

 

Regards.

3 ACCEPTED SOLUTIONS

Accepted Solutions
LivioLanzo Super Contributor
Super Contributor

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

 


 


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dobregon Member
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

cristianml Member
Member

Re: YTD / MTD calculation

Hi,

 

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

 

4 REPLIES 4
LivioLanzo Super Contributor
Super Contributor

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

 


 


Did I answer your question correctly? Mark my answer as a solution!


Proud to be a Datanaut!  

dobregon Member
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

cristianml Member
Member

Re: YTD / MTD calculation

Hi, 

 

Thanks.!! It helped.

cristianml Member
Member

Re: YTD / MTD calculation

Hi,

 

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

 

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