create dax YTD 2019

[Sylvine_Wyz]

Hi, my name is Sylvine. Nice to meet you. I need help in Power BI. I would like to create a DAX for return the total amount of sales about 2019 until date of today. (Example : 01/01/2019 to 07/07/2019). Somebody can help me ? Thanks in advance

[amitchandak]

@Sylvine_Wyz , with time intelligence and date table

YTD QTY forced= 
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[Sylvine_Wyz]

Hello @amitchandak  !
Thanks for your help !!!

The second solution is correct ! 😄

I'm a new in the power bi's practice.
Now, i would like the same until the last month of year N-1.

(01/01/2019 to 30/06/2019)

I try this : but it's not correct

var _max = date(year(today()-1),month(today()-1),TODAY())

return

CALCULATE(Sum('wyz_reporting bi_order'[quantity_order_line]),DATESYTD(dateadd('Date'[Date],-1,month)),'Date'[Date]<=_max)

//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,month),'Date'[Date]<=_max)

Can you help me ?

Have a nice Day

[parry2k]

@Sylvine_Wyz try this measure

PY 2019 = 
VAR __eDate = EDATE ( TODAY(), -12 )
VAR _sDate = DATE ( 2019,1,1)
RETURN
CALCULATE ( SUM ( Table[Sales] ),
DATESBETWEEN ( DateTable[Date], _sDate, _eDate )
)

I'm assuming you have date dimension in your model, if not as a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[Sylvine_Wyz]

Hello @parry2k 

Thanks for your Help, but it did not work.

But an other user found the solution.

Have a nice day