I have various needs for time calculations, but can't get the basic syntax right. The measure
First Day of Year = STARTOFYEAR('Calendar'[Date])
returns 1/1/2019, which is the earliest date on my calendar table. Today's date being Jun 2022, I want it to return 1/1/2022.
Related question: In order to return the first day of the fiscal year (October 1 of the prior year) I would expect something like
First Day of Fiscal Year = STARTOFYEAR(DATEADD('Calendar'[Date],-3,MONTH))
But this returns the same result, 1/1/2019. Desired result is 10/1/2021
If you want it reference this (the current) year, you need the TODAY() function.
eg:
First Day of Year = date(year(TODAY()),1,1)
First Day of Fiscal Year = date(year(today())-1,10,1)
if you want to get the first Date of the year of a table containing more Years you have to filter the date Table:
CALCULATETABLE(STARTOFYEAR('Calendar'[Date]), 'Calendar'[Year]=year(today()))
Related
Apologises if this question has already been raised but I'm struggling with my data model to create a rolling total / YTD sales using fiscal years.
I know PowerBI/DAX is great using calendar Jan-Dec dates but how do you amend this if your financial year begins in March-April instead?
When I created my calendar table, I used the CALENDEARAUTO() which gave me a column of dates from Jan to Dec as expected and when I change the function to CALENDERAUTO(3), my date column begins from March to April which makes sense.
However, if I use the CALCULATE and DATESYTD functions to sum the total sales column and choose the date column as described above, the result looks like:
Actual YTD = CALCULATE(sum('spend'[Actual]),DATESYTD('Fiscal Year Table'[Date],"03-31"))
What do I need to do exactly for it work in this exact date format?
Many thanks
Hash
I have a daily sales data for 3-4 years. I want to create the YTD and Prior Year To Date sales measure that will be updated daily. That is it should always be from beginning of the year (selected) to TODAY or the last day of the data (1 day lag from today and max date).
I used Sameperiodlastyear but it is problematic at the beginning of the month as it compares say Jan 1, 2022-June 8 2022 with Jan 1, 2021 with June 30, 2021.
Any suggestion how I can create a modified prior year to date measure to address this nuance?
This is a standard solution for the case. First, you get all dates, with a DATESYTD() function, for the current year or last visible year up today or last visible day, then you offset it.
SAMEPERIODLASTYEAR(DATESYTD(‘Date’[Date]))
It is equal to
DATEADD(DATESYTD(‘Date’[Date]),-1,YEAR))
Try this if you want to get exact days set:
VAR FirstDayThisYear =
SAMEPERIODLASTYEAR(STARTOFYEAR(‘Date’[Date])
VAR LastDayThisYear =
SAMEPERIODLASTYEAR(
LASTDATE(‘Date’[Date])
)
VAR SetOfDates=
DATESBETWEEN(
‘Date’[Date]
,FirstDayThisYear
,LastDayThisYear
)
RETURN
SetOfDates
I am trying to do a sales by day comparison where I compare the sales this year with the sales of the same day last year as a date of the week.
So I would be comparing Monday March 25 2019 with Monday march 24 2018 etc
Here is the formula I’m using for last year’s sale
Amount per Day LY = CALCULATE([Amount TY], FILTER(all(Dates), Dates[Date] = MAX(Dates[Date])-364))
However, my total isn’t working right for my sales last year. It will just be the total for 1 day (and that day seems to change as my date range increases)
Because you are having a one to one, you can do this with LookupValue:
SalesLY = LOOKUPVALUE(Sheet1[Sales];Sheet1[Date];DATEADD(Sheet1[Date];-364;DAY))
However if you have more rows for the same date, this will not hold, in this case you need to sum all the dates together,
SalesLY = CALCULATE(SUM(Sheet1[Sales]);FILTER(Sheet1; DATEADD(Sheet1[Date];364;DAY)= EARLIER(Sheet1[Date])))
Using DateAdd fixed my problem
Amt per Day LY = CALCULATE([Amount TY], DATEADD(Dates[Date], -364,DAY))
What is the opposite of EOMONTH()? I am trying to find the beginning date of 12 months ago. Would it be EOMONTH(Current Date,12)-1?
Any direction would be great. TIA
To find the beginning of a month, go to the end of the month before and add a date to it (not sure if I understand the question)
Start of month one year ago = EOMONTH(TODAY(),-13)+1
In general, the opposit function is STARTOFMONTH:
=STARTOFMONTH('Date'[Current Date])
If you want to get the first day of the month 12 months ago:
= STARTOFMONTH ( DATEADD ( 'Date'[Current Date], -12, MONTH ) )
This measure will return the first date of the same month a year ago (i.e., for 2018-09-22, it will return 2017-09-01). Current month is included, so you will get a total of 13 months. If you need only 12 months total:
= STARTOFMONTH ( DATEADD ( 'Date'[Current Date], -11, MONTH ) )
If you are trying to compute something over a rolling 12 months period, this article should help:
12-month Rolling Average in DAX
In DAX, you could also use
= DATE(YEAR(Dates[Date])-1, MONTH(Dates[Date]), 1)
This backs up one year, keeps the month, and returns the first day of that month.
There is no straight opposite function for EOMONTH() in DAX. But you can still use EOMONTH() to get the first date of a month.
Last date of a month
= EOMONTH(Leaves[LeaveStart]
First date of a month
= EOMONTH(Leaves[LeaveStart],-1)+1
You can also just use 1 in place of date to get first day of a month, like:
= DATE(YEAR(Leaves[LeaveStart]), MONTH(Leaves[LeaveStart]), 1)
Please note that STARTOFMONTH() is opposite function for ENDOFMONTH() not for EOMONTH().
I'm trying to create a table which shows a sum of monthly values for one year compared to the last year's totals (structured as the screenshot below):
Monthly Comparison
However, the caveat I'm dealing with is comparing the most current month, which will always contain partial month data (unless it's the last day of the month), to the same date range of the previous year. In the screenshot I attached, our data for January 2018 only goes through January 22nd. However, it's comparing it to the full month of January from 2017, whereas we want that total to be January 1st - 22nd, 2017: Value That Needs to be Updated.
I've tried messing around with various MTD and cumulative totals, but I can't seem to get the logic to work while keeping the aggregation to the monthly level. Any idea what type of logic needs to used in order to compare year-over-year totals, but only do a partial sum for the same date range of a month that is currently in progress?
Thanks in advance.
In my short example, this seems to work:
Total Sales LY 2 =
VAR MaxDate = EDATE(CALCULATE(MAX(Sales[Date]);ALL(Sales));-12)
RETURN
CALCULATE(
[Total Sales];
FILTER(SAMEPERIODLASTYEAR('Date'[Date]);'Date'[Date]<=MaxDate)
)
I calculate Total Sales for the same period last year, with the max of the last available sales date this year.
Total Sales LY = Comparing last year full month (wrong)
Total Sales LY 2 = Comparing last year month, with max of last sales date
PBIX file