Last Year YTD kept showing the whole year's amount

[Keropi79]

Hi,

I've been looking into the YTD topic calculations but none of the solution works for my situation.

My formula is as follow:

YTDRevenue = TOTALYTD(sum('P&L'[Revenue]),'Calendar'[Date],all('P&L'[GL_DATE]),"3/31")

LastYearYTDRevenue = CALCULATE(SUM('P&L'[Revenue]), SAMEPERIODLASTYEAR('Calendar'[Date]))

I also tried a slightly different formula for the LastYearRevenue:

LastYearYTDRevenue = CALCULATE([YTDRevenue], SAMEPERIODLASTYEAR('Calendar'[Date]))

However, both formula for LastYearRevenue yield me the whole revenue amount for last year, not the YTD last year revenue amount.

I've also tried DATESYTD and DATESADD syntax as well, but it's not working as well. 

The FY cut off is from Apr to Mar, not Jan to Dec.

Calendar table is as follow:

Calendar Date	Month	Quarter	FY
4/1/2019	Apr-19	Q1	FY19
4/2/2019	Apr-19	Q1	FY19
4/3/2019	Apr-19	Q1	FY19
4/4/2019	Apr-19	Q1	FY19
4/5/2019	Apr-19	Q1	FY19
4/6/2019	Apr-19	Q1	FY19
4/7/2019	Apr-19	Q1	FY19
4/8/2019	Apr-19	Q1	FY19
4/9/2019	Apr-19	Q1	FY19
4/10/2019	Apr-19	Q1	FY19
4/11/2019	Apr-19	Q1	FY19
4/12/2019	Apr-19	Q1	FY19

The P&L table is as follow:

GL_DATE	Revenue
3/4/2018	1,600
6/5/2018	4,000
9/9/2018	2,000
6/1/2019	5,000
3/3/2019	3,500
4/26/2019	100
5/27/2019	1,000
7/13/2019	30,000
9/13/2019	2,000
10/13/2019	30,000

The expected result I should get is: YTD Revenue = 63,100 ; Last Year YTD Revenue = 7,600. However, I keep getting Last Year YTD Revenue = 16,100.

Appreciate your help on this. Thanks.

[Washivale]

Hi @Keropi79 ,

try changing your measures as below 

YTDRevenue = TOTALYTD(sum('P&L'[Revenue]),'Calendar'[Date],all('Calendar'[Date]),"3/31")

YTDRevenueLY = Calculate([YTDRevenue], SAMEPERIODLASTYEAR('Calendar'[Date]))

Use 'Calendar'[Date] column in your visuals as dimension and check if you are getting results as you need

Thank you,

Washivale

[Keropi79]

I tried this before, it's not working. If I change YTD to use the 'Calendar'[Date], my visualization will not generate anything, it'll just give the error message 'Something's wrong with one or more fields'.

Same case if I try to use the 'P&L'[GL_Date] for YTDRevenueLY syntax.