Prior Year YTD won't calculate

[plddogs]

Hi guys,

Quick question on Prior Year YTD. I've been following the solved solutions on the prior threads but can't get my results to work.

I've created a separate contiguous date table (New Dates) to link to my General Ledger table "Date" column (The GL transactions table has multiple transactions for various dates) as one to many relationship. 

I've then written my YTD and prior YTD measures as such:

Net Amount = sum(GeneralLedger[Net Amount])

YTD Total = TOTALYTD([Net Amount],GeneralLedger[Date])

YTD Prior = CALCULATE([Net Amount], SAMEPERIODLASTYEAR('New Dates'[Date]))

This the the resulting table:

Any ideas why this isn't working?

Much appreciated for the help!

[Jack09 · Accepted solution]

Hi @plddogs

You can use below DAX for your Prior Year calculation:

Prior YTD: TOTALYTD([Net Amount], DATEADD(GeneralLedger[Date], -1, YEAR))

I think it'll works for you.

[plddogs]

Figured it out. Thanks all!

[Phil_Seamark]

HI @plddogs

Please try this

YTD Prior = CALCULATE('GeneralLedger'[YTD Total], SAMEPERIODLASTYEAR('New Dates'[Date]))

[plddogs]

Sorry, I m not sure I get that formula. Maybe you can help explain.

Is there suppose to be an expression after calculate? And also, GenearlLedger [YTD Total] is not set as a dimension at this point.

[Phil_Seamark]

Hi @plddogs

It should just be referencing your calculated measure

YTD Prior = CALCULATE([YTD Total], SAMEPERIODLASTYEAR('New Dates'[Date]))