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vjnvinod Member
Member

dax support

Hi team,

 

I  have a coloumn "event date"

how to create a coloumn or dynamic coloumn, which  calculates  me like below

 

all previous months as YTD  ( that means, this month is june, so the previous month should show as YTD)
Current month - "MMM"-YYYY (ie Jun-2019
and all the banks and future dates as" Upcoming" 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: dax support

Hi @vjnvinod ,

It is hard to test without any sample data, please share some sample data to help us clarify your table structure. 

BTW, if you mean you want get previous YTD, you can try to use following calculate column formulas if they suitable for your requirement.

Prev YTD =
CALCULATE (
    SUM ( Table[Amount] ),
    FILTER (
        ALL ( Table ),
         Table[EventDate]  <  EARLIER ( Table[EventDate] ) 
            && YEAR ( Table[EventDate] ) = YEAR ( EARLIER ( Table[EventDate] ) )
    )
)


Upcoming =
CALCULATE (
    SUM ( Table[Amount] ),
    FILTER (
        ALL ( Table ),
        [EventDate] > EARLIER ( Table[EventDate] )
            && YEAR ( Table[EventDate] ) = YEAR ( EARLIER ( Table[EventDate] ) )
    )
)

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
1 REPLY 1
Community Support Team
Community Support Team

Re: dax support

Hi @vjnvinod ,

It is hard to test without any sample data, please share some sample data to help us clarify your table structure. 

BTW, if you mean you want get previous YTD, you can try to use following calculate column formulas if they suitable for your requirement.

Prev YTD =
CALCULATE (
    SUM ( Table[Amount] ),
    FILTER (
        ALL ( Table ),
         Table[EventDate]  <  EARLIER ( Table[EventDate] ) 
            && YEAR ( Table[EventDate] ) = YEAR ( EARLIER ( Table[EventDate] ) )
    )
)


Upcoming =
CALCULATE (
    SUM ( Table[Amount] ),
    FILTER (
        ALL ( Table ),
        [EventDate] > EARLIER ( Table[EventDate] )
            && YEAR ( Table[EventDate] ) = YEAR ( EARLIER ( Table[EventDate] ) )
    )
)

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |