Calculate funtion with filters for YTD last year

[apeoples]

Hi, 

I am pretty new to power bi and have a question. I am trying to create a new measure to calculate the value of business in the previous financial year for YTD with filters for the type.

F&A LFY YTD2 = CALCULATE([GM €], FILTER(Opportunities, Opportunities[Pipeline Stages (groups)]="6 Forecast & 7 Actuals"), FILTER(SAMEPERIODLASTYEAR(Opportunities[Call_Date__c]))

I am expecting the results to be the the sum of the foreacst and actuals from last year at the same point and time as today minus one year.

[v-xuding-msft]

Hi @apeoples ,
Could you tell me if your problem has been solved? If it is, kindly mark the helpful answer as a solution if you feel that makes sense. Welcome to share your own solution. More people will benefit from here.

Best Regards,

Xue Ding

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-xuding-msft]

Hi @apeoples ,

We need to create a calendar table when calculate YTD. I created a sample to calculate it out. You could reference it to modify the formulas based on your actual data.

• Create a calendar table

Date = CALENDARAUTO()

•  Create measures

Measure = CALCULATE(SUM('Table'[ Sales]),FILTER('Table','Table'[Country] = "Canada"))
Measure 2 = CALCULATE([Measure],SAMEPERIODLASTYEAR('Date'[Date]))

You could reference the blog to learn more about DateAdd vs ParallelPeriod vs SamePeriodLastYear; DAX Time Intelligence Question.

Best Regards,

Xue Ding

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Kudos are nice too.

[parry2k]

@apeoples seems like you are using date from your transaction table. for time intelligence functions, it is recommended to add date dimension in your model. There are many posts/blogs on how to add calendar/date dimesion in your model.