DAX Function to Display YTD for Maximum Year Selected in Slicer

This document outlines a DAX function designed to provide Year-to-Date (YTD) totals for the maximum year selected in a slicer. The function will dynamically adapt to the user's selection, returning the relevant data accordingly.

Overview

• Objective: Calculate and display YTD values for the maximum year based on the user selection.
• Functionality: Integrate with a date slicer to reflect changes in the selected year.

Code Implementation

Below is the DAX code to achieve the stated objective:

DAX Code

YTD_Max_Year = 
VAR MaxYearSelected = 
    MAX('Date'[Year])  -- Get the maximum year from the Date table based on the slicer

RETURN 
    IF(
        NOT(ISBLANK(MaxYearSelected)),  -- Check if max year is selected
        TOTALYTD(
            SUM('Sales'[Amount]),  -- Replace 'Sales'[Amount] with your relevant measure
            'Date'[Date],  -- Reference to the date column
            ALL('Date'),  -- Remove any filter from date table to calculate YTD
            "31-Dec"  -- End date for year
        ),
        BLANK()  -- Return blank if no year is selected
    )

Explanation of Code

• MAX Function:

  • MAX('Date'[Year]): Retrieves the highest year from the Date table, reflecting the user's slicer selection.

• IF Statement:

  • Validates if a maximum year is selected. If not, it returns BLANK() to avoid showing misleading data.

• TOTALYTD Function:

  • TOTALYTD(SUM('Sales'[Amount]), 'Date'[Date], ALL('Date'), "31-Dec"):
    • SUM('Sales'[Amount]): Replace this with the actual measure you wish to aggregate.
    • 'Date'[Date]: Date column used for calculating YTD.
    • ALL('Date'): Removes filters from the Date table to ensure the YTD calculation spans the full year without slicer restrictions.
    • "31-Dec": Indicates the end date for the YTD calculation, which is typically December 31st of the selected year.

Usage Example

To use this function effectively in a Power BI report:

1. Slicer Setup:

   • Create a slicer using the Year column from the Date table.

2. Measure Creation:

   • Input the provided DAX code into a new measure by going to the "Modeling" tab and selecting "New Measure".

3. Visualization:

   • Add a visual (like a card or table) in your report and set its value to the new measure YTD_Max_Year.

4. Dynamic Updates:

   • When users interact with the slicer to select a maximum year, the YTD values update automatically to reflect the selected year.

Conclusion

This DAX function is a robust solution for calculating YTD figures for the maximum year selected in a slicer. It ensures accuracy while adapting dynamically to user input. Enhancements on this basis can include integrating additional filters or modifying it for different data models.

For further learning and advanced DAX topics, consider exploring courses on the Enterprise DNA Platform.