DATESYTD for equivalent period over multiple years

[Anonymous]

Hi all,

I'm pulling my hair out trying to figure out how to get true year-to-date metrics to work. I have data similar to the below. The desired outcome is a line graph showing total quantity to date (e.g., if today is Jan 8, no data after Jan 8 should be totalled), by month (ordered by fiscal year month, July-June), with separate lines for each year. I have tried many variations on DATESYTD and SAMEPERIODLASTYEAR without luck--I keep ending up with January showing the total for all of January, when it should be showing only up to Jan 8 in each year. What am I missing? Many thanks for any insights you all can provide.

[amitchandak · Accepted solution]

Try If, these can help

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]),Sales[Sales Date]<=(TODAY())) 		
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date]),Sales[Sales Date]<=(TODAY())) 

Last MTD Sales =
var _date = date(YEAR(TODAY()),MONTH(TODAY())-12,DAY(TODAY()))
return
 CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,Year)),Sales[Sales Date]<=(_date))
Last YTD Sales =
var _date = date(YEAR(TODAY()),MONTH(TODAY()-12),DAY(TODAY()))
return
 CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year)),Sales[Sales Date]<=(_date))

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[amitchandak]

Edited

date(YEAR(TODAY()),MONTH(TODAY())-12,DAY(TODAY()))