Current Year MTD vs Last Year MTD of Same Month

[sureshsonti]

These are my fields in my Data Set. I am trying to avoid filters on the report.

Order Date
Year
Month
Location
Units Sold

1. I want to extract Units Sold Month To Date of Current Year based on Order Date
2. I want to extract Units Sold Month To Date (Last Year) based on the Order Date

Want to compare Units Sold Month To Date of Current Month and Last Year Month To Date of the Same Month using DAX formula. Trying to avoid filters on the report

Example December 2018 vs December 2017

Thanks for your help

Thanks

[v-lili6-msft · Accepted solution]

HI, @sureshsonti

You could use SAMEPERIODLASTYEAR  to create a Last Year MTD measure like below:

Current Year MTD = CALCULATE (     SUM('Table'[Units Sold]),      DATESMTD ( 'Date'[Date] ) ) 


Last Year MTD = CALCULATE (     SUM('Table'[Units Sold]),     SAMEPERIODLASTYEAR ( DATESMTD ( 'Date'[Date] ) ) ) 

Result:

Best Regards,

Lin

[Anonymous]

Hi @v-lili6-msft  Lin,

in your answer, could  the cummulative sum be cut off at certain period, say a given date?

i am trying to realize some kind of graphing for running sum, however in vain.

Could you kindly help look at it , if you have time?

link to Post 

Appreiciate your help!

[sureshsonti]

Awesome. Thanks Lin