KPI YTD vs SAME MONTH LAST YEAR

[Jonjon_99]

hi, i am trying to create KPI that will display percentage of difference between YTD data vs same month last year.
anyone can help me find solution for this?

i want to see the percentage of Jan - June 2022  vs Jan - June 2023 total units in my KPI card. (365,317 vs 362,110)

this is my DAX for YTD Units

YTD Units = CALCULATE([Units],DATESYTD('Date'[Date]))

and YoY difference

YoY Units Diff = IF(ISBLANK([Total Units LY]),BLANK(),[Units]-[Total Units LY])

when i use KPI card the result is not correct. 

i also tried units lastyear DAX but it calculates the subtotal of last year (848,424) instead of last years Jan-June data. (365,317)

Total Units LY = CALCULATE([Units],  SAMEPERIODLASTYEAR('Date'[Date]))

can anyone help me fix this issue? i would like to see goal = 365,317 (Jan to June 2022 total units)

thanks! 🙂

@johnyip  😄

[johnyip]

Please provide your sample pibx.

[Jonjon_99]

hi John. here's the link
https://drive.google.com/drive/folders/1i7N8YWWwMvZHEU08rxWIRDBsaC_kz6sg?usp=sharing

[johnyip · Accepted solution]

@Jonjon_99 

Please create a new measure as below, and then use it in your KPI Visual.

Total Units LY = 
VAR CurrentDate= VALUE(FORMAT(MAXX(ALLSELECTED('financials (2)'),'financials (2)'[Date]),"YYYYMMDD"))
VAR TargetYear = ROUNDDOWN(CurrentDate/10000,0)-1
VAR TargetMonth = ROUNDDOWN((CurrentDate/10000 - TargetYear-1)*100,0)
VAR TargetDay = ((CurrentDate/10000 - TargetYear-1)*100-TargetMonth)*100
VAR TargetDate = DATE(TargetYear,TargetMonth,TargetDay)
RETURN 
CALCULATE([Units], 'Date'[Date]<= TargetDate && 'Date'[Year] = TargetYear)

[Jonjon_99]

hi John. this works! thank you very much for your help, i really appreciate your time working on it!!!