YTD last year DAX

[Anonymous]

I have YTD and last year YTD in different columns and how can I see YTD value for 2017 and 2018 when the year 2018 is selected in a year slicer?

[v-shex-msft]

Hi @Anonymous,

You can use date and YTD columns to create table visual, then write a measure to look up last year YTD column and add it to current visual.

Share some data if you confused on coding formula.

Regards,

Xiaoxin Sheng

[Anonymous]

@v-shex-msft

 I want to get YTD values from January till the end of last month so I used the following formula to create a measure for YTD and YTD LY

Utfall YTD = CALCULATE(SUM('Transaktion'[konto]),FILTER('Transaktion',[Datum]>=DATE(YEAR(TODAY()),1,1) && [Datum] <=(DATE(YEAR(TODAY()),MONTH(TODAY()),1)-1)))

Utfall YTD  LY= CALCULATE(SUM('Transaktion'[konto]),FILTER('Transaktion',[Datum]>=DATE(YEAR(TODAY())-1,1,1) && [Datum] <=(DATE(YEAR(TODAY())-1,MONTH(TODAY()),1)-1)))

[v-shex-msft]

hI @Anonymous,

I'd like to suggest you use allselected function to filter use filtered table contents to calculate with your measure formula:

Utfall YTD =
CALCULATE (
    SUM ( 'Transaktion'[konto] ),
    FILTER (
        ALLSELECTED ( 'Transaktion' ),
        [Datum] >= DATE ( YEAR ( TODAY () ), 1, 1 )
            && [Datum]
                <= ( DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ), 1 ) - 1 )
    )
)


Utfall
YTDLY =
CALCULATE (
    SUM ( 'Transaktion'[konto] ),
    FILTER (
        ALLSELECTED ( 'Transaktion' ),
        [Datum]
            >= DATE ( YEAR ( TODAY () ) - 1, 1, 1 )
            && [Datum]
                <= (
                    DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), 1 )
                        - 1
                )
    )
)

Regards,

Xiaoxin Sheng

[Anonymous]

@v-shex-msftThank you, but it still shows me the same problem.

when the year 2018 is selected YTD LY doesn't appear.

below is my sample file 

[v-shex-msft · Accepted solution]

Hi @Anonymous,

It seems like your records are in same table, maybe you can use 'all' function to replace 'all selected' to break current filter effect to let formula calculate on whole table:

Utfall YTDLY =
CALCULATE (
    SUM ( 'Transaktion'[konto] ),
    FILTER (
        ALL( 'Transaktion' ),
        [Datum]
            >= DATE ( YEAR ( TODAY () ) - 1, 1, 1 )
            && [Datum]
                <= (
                    DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), 1 )
                        - 1
                )
    )
)

Regards,

Xiaoxin Sheng