LY YTD and YTD

[Sivadster]

Hi,

I'm trying to create a measure that returns my sales from the parallel period LY to this exact date. 

i.e : if today is the 09/05/24 I would like to retrieve sales from 01/01/23 to 09/05/23.

And compare that with the parallel period this year.

These are the measures I use:

LYYTD Sales = TOTALYTD([Total Sales],DATEADD('Calendar'[Date],-1,YEAR),ALL('Calendar'))

YTD Sales = TOTALYTD(SALE[Total Sales],'Calendar'[Date],all('Calendar'))

The LYYTD measure returns all sales from 01/01/23 to 31/05/23  instead of to 09/05/23.

Thanks,

Daniel

[Sivadster · Accepted solution]

Hi,

Thanks for your reply.

The LY YTD is solved....

For some reason the YTD stops on April and doesn't show the May sales.

This is the code I wrote:  

YTD Sales = TOTALYTD(sum(SALES[data    ]),'Calendar'[Date])

[fahadqadir3]

@Sivadster You can achieve this by using the following measure, you need to create a Calendar Table:

Date Table = CALENDAR(MIN('Table'[Date]),MAX('Table'[Date]))

Sales LYTD =
TOTALYTD(SUM('Table'[Sales]), 
DATEADD('Date Table'[Date],-1,YEAR))

Sales YTD =

TOTALYTD(SUM('Table'[Sales]), 'Date Table'[Date])

Power BI File:

LYTD.pbix

Regards,

Fahad Qadir

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[Sivadster · Accepted solution]

Hi,

Thanks for your reply.

The LY YTD is solved....

For some reason the YTD stops on April and doesn't show the May sales.

This is the code I wrote:  

YTD Sales = TOTALYTD(sum(SALES[data    ]),'Calendar'[Date])

[fahadqadir3 · Accepted solution]

@Sivadster share your sample dataset, and try to create correct connection between Calendar Table and your data table, i.e make sure column type should be DATE for both related columns

[Sivadster]

Hi, found a problem that caused it. Your solution works.

Thanks