The TOTALYTD function, like all time series functions, requires strict ascending and contiguous dates (i. An enumeration that includes: INTEGER, DOUBLE, STRING, BOOLEAN, CURRENCY, DATETIME. DatesYTD returns Blank for first month. Syntax TOTALYTD(<expression>,<dates>[,<filter>][,<year_end_date>]) Parameters Return value A scalar value that represents the expressionevaluated for the current year-to-date dates. It returns a table that contains all the dates from the start of the current year to the latest available. Question #: 8. The following sample formula creates a measure that returns the end of the fiscal year that ends on June 30, for the current context. Here we can see an interesting metrics scenario and simplest way of solving using DAX functions and considering AdventureWorks Tabular model for. The year_end_date parameter is a string literal of a date, in the same locale. @NewbieJono. You can see in Figure 6 how the running totals for the average and maximum numbers differ between the DATESMTD, DATESQTD, and DATESYTD DAX filter functions. The diff b/w the above two is, dateadd can go more than one year back or forward,but sameperiodlastyear only go one year back. Power BIを使う場合、DAX*1を用いて計算列*2や計算テーブル*3の構築、あるいはメジャーを算出します。メジャーは定義済計算式であり、[売上高]や[粗利益率]等の指標を算出できます。DAXはデータモデルにおけるビジネス用の数式を算出するものですが、その中でも特に多く使用されるものが「時. . Make sure you have a date calendar and it has been marked as the date in model view. My issue is that using the DATESYTD function tries to look sum data from the most recent calendar year. 20. This gives us “8/8/2019” for the last sales date and then move it back one year to “8/8/2018”. 1) Dynamic previous year and all Previous year growth sales on filter year. A measure used as a filter requires a target for the filter itself. This function returns all dates from the previous year given the latest date in the input parameter. Return value. However, I'm trying to get the forecast YTD value to aggregate correctly. and then we create the Ventas YTD measure that calculates accumulated sales since the. without fitler context . For last year YTD, I use this measure : Value YTD 19 = VAR _MaxMonth = MONTH (MAXX ('Value Table Actual','Value Table Actual' [DATES])) RETURN CALCULATE ( [Value Actuals],DATESYTD. CREATE TABLE [table] ( ID int IDENTITY(1,1) PRIMARY KEY, Title nvarchar(20), Date date, Amount money. I would like to achieve the same behavior for YTD Calculation 4 to see if we are on target . And you are using time intelligence functions DATESYTD which in DAX need a separate date table/dimension. Copier. DATESYTD ( <Dates> [, <YearEndDate>] ) CONTAINS. Jan, Feb, Mar, etc. EVALUATE. We are following a Fiscal calendar. DATESYTD and Drilldown. Business Day only), it doesn't exclude those dates from the YTD totals. para el formato de fecha. USERELATIONSHIP uses existing relationships in the model, identifying relationships by their ending point columns. CALCULATE ( [Total Sales], DATEADD (DATESYTD (Calendar [Date]),-1,Year)) And we get: Bam! That’s What We’re Talking About Willis! Basically, what happens in this. formula is : (Current Year YTD - Previous Year YTD) / Previous Year YTD. The date of end fiscal year is dynamic ( it used 4-4-5 and/or 4-4-6 rule). Below is an example of a running total. I think you might be getting tripped up by the behavior of DATESYTD. Topic #: 2. 5. Like any other table that we create in Power BI, we can definitely turn this one into a visualization. The YTD measure is defined as the following: YTD = CALCULATE ( SUM ('fact' [value]), DATESYTD (dim_date [Date]) ) which give me the following incorrect results for YTD. It will not, however,. Hi! I'm working with seasonal periods, Starting the first of july. If that is then this will. Una cadena literal con una fecha que define la fecha de. . Thanks. A calendar table Calendar with columns Date, Year, Month, Day. The expression cannot use CALCULATE function. – 3. However, it does not display Jan; Starts at Feb, though with the correct number. 1. TOTALYTD. . All dates need to be present for the years required. Open Power. YTDPreviousYearRevenue_2 = CALCULATE ( SUM ( Revenue [Revenue] ); DATESYTD ( SAMEPERIODLASTYEAR ( 'Date Table' [Date] ) ) ) where we are simply calculating the YTD revenue for the previous year. But it should offcourse take the max days per month, calculate the average and then sum up for ytd. The following sample formula creates a measure that calculates the 'month running total' or 'month running sum' for Internet sales. 07-08-2019 02:26 PM. I have week numbers on the x-axis and sum on the y-axis. DAX. Hello! I am trying to accomplish a dashboard that continuously compares to last years accumulated results (YTD, year counts from YEAR-07-01 to YEAR(+1)-06-30). This article describes which performance issues might arise when different measures aggregate the same column using different. dates must include. A date serial number (e. Therefore, the last date to consider in the calculation should be August 7, 2009. DAX. 10,905 Views. Sales contains the data shown in the following table. Topic #: 2. A Boolean expression that defines a single-column table of date/time values. International year_end_date for YTD functions in DAX. the revenue. Learn more about: TOTALMTD. OPTION A: update your formula to use manual reference to TODAY (), such as: YTD = CALCULATE ( [New Fulfillment Rate2], YEAR (FactTable [Date]) = YEAR (TODAY ())) or, OPTION B: add a year context to your report by putting a date filter on the page that has 2020 as the max year. If I understood your problem correctly you would like to have YTD measure in a KPI card or something similar to that? Based on the problem description I think your slicer selection is not working as you would hope and thus you get the blank value. YTD Odour = CALCULATE ('Complaints' [Count Odour], DATESYTD ( Complaints [Received Date], "30/6")) Count Odour = CALCULATE (COUNT (Complaints [Complaint. Any idea how to fix or debug this issue? The SQL version is 2016 and the VS is 2015. You could create a calendar table with unique and continuous dates that cover all periods of your fact table. After that, use date columns from DateTable and “YTD Sales”, “same period last year sameperiodlastyear” measures from IHeads table to create visual , then check if the measures return expected result. . Marco Simone GC, Rome, Italy. calculate( divide( calc2, calc1), datesytd( 'date'[date], "31/05") ) Also make sure, date table is marked as the date table Filter/slicer/ visual use period from date table onlyI tried your method and i needed to add a divide in to deduct the previous year for a YOY, but seems cant get it right. Hi @astano05 ,. This page include link to resources describing the optimization technique and details. Se trata del cálculo de los resultados acumulados. aggregation functions in dax Calendarauto function Character. 2. However, when I add any filter on the dates, (ex. totalytd vs datesytd time intelligence functions in power bi. Además, únelo con la columna de fecha de tu/s hecho/s. Created a measure called. As a result, COVID. Dates – A column that contains dates. With the help of this video you can learn how to use time intelligence functions to calculate the MTD ( Month to Date) , QTD (Quarter to Date) and YTD (Year. ”DATESYTD(SAMEPERIODLASTYEAR('Calendar'[CalendarDate])) If anyone would please offer some advice/pointers on what's wrong, I would certainly appreciate it! Message 3 of 13 6,535 Views 0 Reply. QlikView date and time functions are used to transform and convert date and time values. I dont understand why it makes a different using . The expression cannot use any function that scans a table or returns a table, including aggregation functions. To be. Greg_Deckler. What is the difference Between TOTALYTD and DATESYTD , When to Use DATESYTD and When you should choose TOTALYTD, Power bi dax tutorial with examples#powerbi. For more details, you can read related document: DATESYTD – DAX Guide . · Hi scaffarelli, In this scenario, your date field combines. ” and SAMEPERIODLASTYEAR: “Returns a table that contains a column of dates shifted one year back in time from the dates in the specified dates column, in the current context. Alternatively, you can try creating a YTD measure: YTD Sales = CALCULATE (SUM (SalesAnalyticspRevenue Net]), DATESYTD ('DateTable' [Date],"12/31")) View solution in original post. All dates need to be present for the years required. A Boolean expression that defines a single-column table of date/time values. Refer : radacad sqlbi My Video Series. This is the resulting report:DATESYTD function is a time intelligence function in Power BI to handle year to date calculation. = DATEADD(DateTime [DateKey],-1,year) Time intelligence functions. *작성형식 = DATESMTD(Dates[Date])Obviously it will take the full range of transactions, so I thought if I add DATESYTD to it it will take only the ones up to today. You could create a calendar table with unique and continuous dates that cover all periods of your fact table. Total Sales This Year = SUM ( [Total Sales]) You plan to create a KPI to compare the current yearly sales to the previous year as shown in the exhibit. the result is -R$ 148. e. (As we don't set end date of year in DATESYTD() function, the default is December 31) Best. I changed the calculation based on some existing threads to the following: YTD sum = CALCULATE([Measure], DATESYTD(Dates[Date],"31/3")) However, it returns the blank. DAX. -- is replaced with the currently selected measure. Make sure you have a date calendar and it has been marked as the date in model view. If I select Pivot by months, this is now giving me values, but each month value is equal to the sum of that month only, whereas what I'm trying to do is Month 2 YTD = Month 2 + Month 1 etc. Example:- January - 4 ----- DatesYTD is 4 February - 5 ----- DatesYTD is 9 March - Blank(). So our formula for the example above could be this instead: YTD:=TOTALYTD (. In the 'Formula Bar,' enter the following formula:Another solution by using Cross Apply:. I need to dynamically return the first day of the current season, i. As for the DatesYTD function, you can change the financial year end as described here . 10/20/2023 5 contributors Feedback Data Analysis Expressions (DAX) includes time-intelligence functions that enable you to manipulate data using time periods, including. Power Automate. Also, join it. -- If EndDate is earlier than LastDate, the result is an empty table. Step-2: Now drag the measure into Table visual. DAX has many time intelligence functions that are often redundant, offering different shorter syntaxes for longer more generic functions. Instead of Datesytd you could use the following approach: My test data: Ideal outcome: Year to Date Another Approach: DatesYTD. Any help is more than welcome. Descripción Devuelve una tabla que contiene una columna de las fechas del año hasta la fecha, en el contexto actual. The MAX Rate YTD measure returns the maximum year-to-date rate until the next date when the rate reaches a new maximum within this year so far, where it changes to this. Thanks. Actual exam question from Microsoft's DA-100. And a measure Total Cases = COUNTAX(FILTER(Cases, Cases[Source] = "Case"), Cases[IdNo]) I have a clustered column chart which should show TotalCases YTD by Subject TotalCases YTD = var MonthStartDate = MIN(Cases[Transaction Date]) var FYStartDate =. Power Apps. You need to create an annual sales growth. 9. DATESYTD() for a Fiscal Year End. Nessa playlist SEGUNDAX, publicamos novos. Your report must include an annual sales growth percentage measure. The first thing we need to take care of is the calendar dimension table. See the example below. Make sure you have a date calendar and it has been marked as the date in model view. plus you are using time intelligent functions TOTALYTD which in DAX need a seperate date table/dimention. Annlzd RoR % YTD = CALCULATE ( [Annlzd RoR], DATESYTD (Dates [Date])) The DATESYTD defaults to a calendar year however I wish to calculate the measure based on a 1 July to 30 June calendar year. Consider a typical example, where you have an Orders table with different dates such as the Order Date (i. Name of the connection to the remote model. It does exactly the same and you can try to filter on the date on your first table not on the date of the calendar table. the problem is that DATESYTD do not work when its with is_current=1 , And also not in the opposite direction , can anybody tell me why ? THANKS! Solved! Go to Solution. As I understand the FILTER function in between DATESYTD is the reason that it's not working as as I expected. The following formula calculates dates that are one year before the dates in the current context. [Total Budget Amount],Проблема DATESYTD сейчас заключается в том, что в Total она выводит не сумму по всем годам, а только по последнему. Example 1 DATEADD calculating Last month sales and variation. that are useful for calculating many things, including a running total. helps. . DAX also includes powerful date intelligence functions like DATESYTD. Refer if needed. The Date table must always start on January 1 and end on December 31, including all the days in this range. Time intelligence functions are very useful functions to handle time-related problems we don’t complex code to achieve results. Any idea how to fix or debug this issue? The SQL version is 2016 and the VS is 2015. Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo If my solution proved useful, I'd be delighted to receive Kudos. For example, this is a template for YTD calculation. Assuming that the problem is to add up the year to dates of different year months selection made on the slicer and that in case of multiple selection in the same year, the last month should be used, a possible solution is to iterate over the years, selecting the max date for the currently iterated year and compute the YTD based. But you are right it might be better to use MAX instead of selected value now the same with MAX instead SELECTEDVALUEFYTD Measure 2 = var var_startdate = DATE(MAX('DIM - Date Table'[Year]),4,1) var var_enddate = DATE(MAX('DIM - Date T. For example, if the fiscal year 2008 starts. If a forecast value is not available, then it should return the actual revenue value. Time Intelligence in Power BI Desktop. Constraints on Boolean expressions −. I want to filter on the Created on date being after 31/03/2020 . It can be used with a column or a. Espero el valor 36 (fechas: 1. September 20. And. The default is December 31, so this parameter is used only when the end of the fiscal year does not. In Dates table, each row of date had FiscalStartDate and FiscalEndDate. 2. DATESQTD: Returns a set of dates. I've also tried the Measure: YTD Prev Sales = CALCULATE ( [Total Sales],DATEADD (DATESYTD ('Dates' [Date]),-1,Year)) But that only appears to give me the value for last year and only displays it on the 'Total' row. 3. VALUES ( <TableNameOrColumnName> ) DATESYTD. Photo by Mika Baumeister on Unsplash Introduction. DATESYTD( <Cột chứa giá trị thời gian> ) Hàm có duy nhất 1 tham số. Would it be possible for someone to assist me in resolving this issue and making YTD Calculation 4 recurring. DATESYTD. So it is necessity to use the second parameter of DATESYTD to pass the fiscal year end date. If I understand correctly, you are trying to get the Year to Date for the latest year disregarding the calendar slicer. I have worked out the DAX that resolves all MTD LY, QTD LY and YTD LY. You can create this filter using CALCULATE , like in the following example; this is the same technique used by Power BI when using slicers and visuals: 1. I'm trying to have a running sum for each month. I also have a dim_date table to help me with the mapping of weeknumbers, where date is the joining key between the two tables. Make sure you have a date calendar and it has been marked as the date in model view. I have the following measure. Hello all, I'm building a Tabular Cube which has a fact table an a separate date view. Now I have a Actual (YTD) formula, that ideally I would like to calculate from 10/1/2019 - 9/30/2020. g. Before using any time-intelligence functions, make sure to mark one of the tables containing date column as Date Table. DAX. the scenario is the user select a month of any year . Last Year YTD= var ly=calculate (total sales),dateadd (date,-1,year) return calculate (ly,filter (all (date),date<=max (date) This will work buddy, kindly mark this as solution if this is fine with you. . The Date table is marked as a date table. These functions are used to perform time-based calculations, such as year-to-date calculations and comparisons with previous periods. DATESYTD ( 'Date'[Date] ) 'Date'[Calendar Year] = "CY 2007" 'Date'[Month] = "April" It turns out that the filter for April 2007 is always more restrictive than the one returned by DATESYTD . . The following formula calculates dates that are one year before the dates in the current context. A table containing a single column of date values. From the 'Fields' pane, select the table or dataset to which you'd like to add a YTD calculation. = CALCULATE(SUM(InternetSales_USD [SalesAmount_USD]), DATESYTD(DateTime [DateKey])) A fórmula de exemplo a seguir cria uma medida que calcula o "Total de Execução do Ano Fiscal" para vendas pela Internet, usando uma Localidade dos EUA para o formato Data. The following sample formula creates a measure that calculates the 'Month To Date Total' for Internet Sales. YTD Sales = CALCULATE ( DISTINCTCOUNT(AS400_Transactions [Order_Date Recalc]) ,DATESYTD ('Date' [Date],"12/31")) To get the best of the time intelligence function. Considerations when using the DATESYTD? The dates argument can be any of the following: A reference to a date/time column, A table expression that returns a single column of date/time values, A Boolean expression that defines a single-column table of date/time values. Do đó, Sales YTD (simple) hiển thị dữ liệu ngay cả cho các ngày trong tương lai trong năm. DATESYTD() is a time-intelligence function, If you want these functions to work properly, a date table that holds consecutive dates is a prerequisite for it. The date table must include all dates from. YTD Sales = TOTALYTD (SUM (IHeads [Sales]), DateTable [Date]) There is an example for your reference. Question: What function would you use to calculate YTD Sales? Select one. For example, if the fiscal year 2008 starts. Let's say I've Table1 with two columns: TRIAL1 = CALCULATE (SUM (Table1 [Revenue]), FILTER (ALL (Table1), ISONORAFTER (Table1. . If you want a flexible year_end_date, you have to write the time intelligence logic from scratch without using the built-in time intelligence functions. 08-08-2017 02:23 PM. Step 1: Create YTD in M. 40 min. Any. DATESYTD doesn't work when i use the Date column in the seperate DimDate table, but does work when i use the OrderDate column in the FactSales table Question Im a bit confused about why there is a difference. I have a filter to select year, and I created a measure to show the values for the last year as well. When I add this filter, I get the current month's revenue rather than the cumulative value. Sales Financial Year To Date Visualization. TotalRevenue YTD2 = CALCULATE([TotalRevenue],DATESYTD(dDate[Date])) เนื่องจากฟังก์ชัน DATESYTD มีความสามารถในการ Filter เป็นช่วงเวลานับตั้งแต่ต้นปีนั่นเองSet Your Values for Your Power BI Dynamic Filter. Given there are16 rows with that have a date that is label as a weekend as well as fact that. Feedback In this article Evaluates the year-to-date value of the expressionin the current context. Sample data is a bit difficult due to the size of this project but I'll try: Transaction ID || Amount || Class || DateSyntax. Because the filters are intersected, the result is the same as if we did not apply the DATESYTD filter. The way that DAX works is all about FILTERS, you need a Date Filter to be acting on your Visual. Adquira o curso completo de Power BI - Básico EADEmpresa: IT’S ON - Treinamentos e ConsultoriaPágina: completo: @austinsense, @konstantinos . Follow. PBIX File Here. YTD Sales = CALCULATE ( DISTINCTCOUNT(AS400_Transactions [Order_Date Recalc]) ,DATESYTD ('Date' [Date],"12/31")) To get the best of the time intelligence function. Put Total Sales in the values section. In Power BI Desktop (as of February 2016) you have to use DAX to apply calculations over dates (such as year-to-date, year-over-year, and others), but you do not have the Mark as Date Table feature. Exam DA-100 topic 2 question 17 discussion. As for the DatesYTD function, you can change the financial year end as described here . The DAX pasted below is to figure out the Revenue for the last financial year. Horizontal Fusion is an optimization performed in a DAX query plan so that multiple SE requests that differs only for the filters applied to one or more columns are merged into a single SE request. It looks like instead of calculating the YTD for the weekend and weekday separate. I was asked to continue to accumulate the values over 2023. It will give you all dates up to the last date that you have filters applied so if you are looking at a total and there is no filter on the date it. 4. Copy Conventions # 1. The Date table must always start on January 1 and end on December 31, including all the days in this range. I have managed the YTD no problem but cannot seem to get the pytd working. = CALCULATE(SUM(InternetSales_USD [SalesAmount_USD]), DATESYTD(DateTime [DateKey])) 以下示例公式创建了一个度量值，该度量值使用美国区域设置的日期格式计算 Internet 销售的“财年流水账总计”。. Feed. You have the following tables. I am using Calculate( sum (Table[revenue]), DatesYTD(Calendar[YearMonth]. Calculation groups are a new feature in DAX, inspired from a similar feature available in MDX known as calculated. Actually there are duplicate values in your table ( same date in multiple rows ). I'm trying to calculate a running sum that resets at the end of each year (31st December) and correctly reflects when drilling down through quarters and months. Calculating YTD without DatesYTD and TotalYTD. Luckily for us, M has a native function Date. Any sugestio. Community Support Team _ Qiuyun Yu If this post helps, then please. I read this article from daxpatterns. DATESYTD returns no value. You need to create a measure to calculate the sales for the last 12 months. The DATESYTD function works as expected until I try to filter out properties that are not stabilized in the context month. The following code is not working:Returns the dates from the given period. For example now is 1-30 march , the expression will compute YTD from 1 jan till 30. = CALCULATE(SUM(InternetSales_USD [SalesAmount_USD]), DATESMTD(DateTime [DateKey])) The DAX language provides several Time Intelligence functions that simplify writing calculations such as year-to-date (YTD), year-over-year (YOY) and so on. The actual count of ProductID for each date is below. DATESYTD. I've made the table that long as I want the YTD to automatically update each year with a slicer. I have give example in my last post . You forgot to mark the dim_Date table as the Date Table. Weirdly, the above Dax worked as I wanted, doing only 3 days of this year Vs 3 days of. A date column containing duplicate dates was specified in the call to function 'DATESYTD' I don't have a duplicate date on the date table so I'm not sure why the message say that. Name of the measure template. Consulting Services. Nov 10, 2020. Writing measures referencing other measures is in general a good idea that simplifies the DAX code, but you might face specific bottlenecks. DATESMTD or TOTALMTD (month-to-date) This functionality is typical of time-intelligence functions in DAX: there are often two or three ways to do the same thing, and which one you use is a matter of personal preference. Power BI tutorial for beginners on how to use DatesYTD function along with calculation function to calculate the Year to Date values. Sales YTD visible := CALCULATE ( [Sales Amount], DATESYTD ( 'Date'[Date] ) ) In the sample data model used for this article, there are transactions between January 1, 2007 and August 7, 2009. DATESMTD, DATESQTD, DATESYTD – dates from the beginning of month / quarter / year (DAX – Power Pivot, Power BI) You can use the DATESMTD, DATESQTD, DATESYTD as filters to get the values from the beginning of period. # Customers SUMX := SUMX ( DISTINCT ( Sales[CustomerKey] ), 1 ) # Customers SUMX YTD := CALCULATE ( [# Customers SUMX], DATESYTD ( 'Date'[Date] ) ) While the result of the # Customers SUMX measure is identical to that of # Customers , the request sent to the DAX engine is different: now there is an expression to compute for. RA_Daily_Calendar [Fiscal_Year] = MAX ( RA_Daily_Calendar [Fiscal_Year] ) Rather than the fiscal YTD total (sum of Oct, Nov, Dec and Jan), this new formula is resulting in the current fiscal month's total (Jan only). You need to create the measure for the goal. It returns a table that contains a column of the dates for the year to date, in the current contextHi @Anonymous,. VAR month = 4. Actual exam question from Microsoft's DA-100. DAX. This article shows how to compute a running total over a dimension, like for example the date. Solution: You can use the DATEADD and DATESYTD functions in DAX to calculate the year-to-date sales for the specific product. I would like the same formul but without DATESYTD. Sales YTD visible := CALCULATE ( [Sales Amount], DATESYTD ( 'Date'[Date] ) ) In the sample data model used for this article, there are transactions between January 1, 2007 and August 7, 2009. The first thing that we need to know here is that there is a very powerful time intelligence functions set that will enable us to calculate cumulatively. Date and time functions. Adjusting the DATESYTD (Calendar) measure you have just created only requires a few steps to allow for handling fiscal year ends. It looks like instead of calculating the YTD for the weekend and weekday separate. Date and time functions. DAX. I need 2 Measure. If calendar year 2023 data is available and I filter my visual by "December" then the DATESYTD function will try to find sales December 2023 and will end up being blank. I have below monthly date table already in a model, which has all the data I need, as. Owen 🙂Como Calcular TOTAL ACUMULADO no Power BI com a Função (DAX) DATESYTD (Série 6/10)Curso de POWER BI Gratuito vídeo de hoje você irá. The DATESQTD () function in DAX allows us to calculate values for the quarter-to-date period. FormatString (optional) Format String of the measure. UU. A matrix with rows Year, Month and value [Total] Some YTD measures (below) Measure 1 - Using TOTALYTD - ok. Also, join it with the date column of your fact/s. The DATESYTD() function in DAX enables us to calculate values for the year-to-date period. 09-18-2018 11:05 AM. SAMEPERIODLASTYEAR(DATESYTD(DateKey[Date])),FILTER(ALL(DateKey),DateKey[MONTH NUMBER] = MONTH(NOW())&& DateKey[DAY] <= DAY(NOW()))) I get the following message "DAX comparison operations do not support comparing values of type Text. It returns a table that contains all the dates from the start of the. DATESYTD function is a time intelligence function in Power BI to handle year to date calculation. 05-24-2020 12:36 PM. If you used the DATESYTD and TOTALYTD functions in DAX, you might have noticed that the optional parameter year_end_date is a string defining the last day of the year. Let’s look at the example that we have here. SebastianThese calculations perform as expected on their own (ie Month and these two calculations) when filtered for Factor 1 and Factor 2. Hi @Anonymous ,. Similarly to go back 2 years subtract by 24 and so on. Question 126. 1 Answer Sorted by: 2 For the DATESYTD, you can control the start of the year, by setting the year end date. Message 1 of 5 2,829 Views 0 Reply. This problem has been solved! You'll get a detailed solution from a subject matter expert that helps you learn core concepts. DAX. DAX – SAMEPERIODLASTYEAR and DATESYTD. . //East Region Sales YTD = TOTALYTD ( SUM (Orders [Sales]), Orders [Order_Date], Orders [Region]="East" ) To get fiscal calendar,. If you want a flexible year_end_date, you have to write the time intelligence logic from scratch without using the built-in time intelligence functions. In the most common use case, dates is a reference to the date column of a marked date table. Time Intelligence functions: DAX provides time intelligence functions, such as SAMEPERIODLASTYEAR, TOTALYTD, and DATESYTD. The result of this function can be used as an argument for DATESYTD, TOTALYTD, and PREVIOUSYEAR functions. Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!. In fact, in every cell of the regular YTD, the filters on month and year would still be active and DATESYTD would only add a filter instead of replacing the current filter. For January 3rd, 2019 (the last day on the Date table), [YTDPreviousYearRevenue_ 2] yields the correct result (i. I want to filter on the Created on date being after 31/03/2020 . IsInYearToDate ( [Date]) that returns a boolean TRUE/FALSE value if that date is equal to or less than the current date. ) you must have at leat one date table with an active relationship to your fact table. Without this, the Time Intelligence functions do not work correctly. Term Definition; start_date: The start date in datetime format, or in an accepted text representation of a date. Remarks. The code is. here is the data look like.