Tag Archives: YTD

ByHariharan Rajendran

Year to Date calculation in DAX

This post explains how to achieve Year to Date calculation using DAX script.

In DAX, there is a pre-defend function available to get the Year to Date calculation. Also, for the quarter to date & month to date.

Those functions are

TOTALYTD()

TOTALQTD()

TOTALMTD()

Instead of using the pre-defend functions, we can use our own defined function like below. To achieve the YTD calculations, use the below functions

  1. CALCULATE
  2. FILTER
  3. ALL

Let us consider a field called “Total Sales”. We will be used the Total Sales & “Date” table.

YTDSales = CALCULATE([Total Sales],

                      FILTER(ALL(‘Date’),

                          ‘Date'[Calendar Year] = MAX(‘Date'[Calendar Year]) &&

                          ‘Date'[Date] <= MAX(‘Date'[Date])))

Compare the result TOTALYTD() with our script.

Explaining the script.

Let us consider that we are in row 2014 – March row on the above table.

YTDSales = CALCULATE([Total Sales],

FILTER(ALL(‘Date’),

‘Date'[Calendar Year] = MAX(‘Date'[Calendar Year]) &&

‘Date'[Date] <= MAX(‘Date'[Date])))

 

‘Date'[Date] <= MAX(‘Date'[Date]) => This line of code returns maximum date. In our case, It will return 31/3/2014

‘Date'[Calendar Year] = MAX(‘Date'[Calendar Year]) => This line of code returns maximum year.  In our case, it will return 2014

ALL(‘Date’) => This line of code returns all the dates from date table.

FILTER(ALL(‘Date’),

‘Date'[Calendar Year] = MAX(‘Date'[Calendar Year]) &&

‘Date'[Date] <= MAX(‘Date'[Date])))

The above line of codes returns, current row year and last date of the current row month.

 

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