Forced LY YTD measure

[Niels_T]

Hello,

In my previous post I was looking for a measure that would allow me to have LY YTD  in a forced manner, meaning that it would stop counting when it reaches the current dat:e. For example:

• LY YTD: It would show me the LY results of ALL months
  • For example LY April is 200 and May 400. LY YTD shows 200 in April and May in 400 but, I only want it to reveal the 200 in April and not the 400 in May because we aren't in May yet

I used the following measure:

Last Year Sales (YTD) =

var _max = eomonth(date(year(today())-1,month(today()),day(today())),0)

return

if(max('Calendar'[Date])<=_max, TOTALYTD(Sum('Credit Memo + Invoice'[Amount]),dateadd('Calendar'[Date],-1,year),'Calendar'[Date]<=_max))

However this only displayed LY YTD of the PREVIOUS year and not the current year. So it showed me values in 2020 about the data in 2019.

[amitchandak · Accepted solution]

@Niels_T , In the case of YTD if you select a date then it can work based on that for this year and last year. If you do not select a date you can YTD for each year or LYTD for each year

This will control YTD even beyond current year

YTD Corrected =
var _max = format(today(),"MMDD")
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),format('Date'[Date],"MMDD")<=_max)

or
YTD Corrected =
var _max = format(today(),"MMDD")
return
if(format(max('Date'[Date]),"MMDD")<=_max, calculate(Sum('order'[Qty]),DATESYTD('Date'[Date])),blank())

LYTD

YTD Corrected =
var _max = format(today(),"MMDD")
return
calculate(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),format('Date'[Date],"MMDD")<=_max)

or

LYTD Corrected =
var _max = format(today(),"MMDD")
return
if(format(max('Date'[Date]),"MMDD")<=_max, calculate(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year))),blank())