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vjnvinod
Impactful Individual
Impactful Individual

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
v-shex-msft
Community Support
Community 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
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community 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
If this post helps, please consider accept as solution to help other members find it more quickly.

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