Rolling YTD Revenue with a comparison of the same periods of past 2 years

[Adore921]

Hi guys,

I have sales numbers per accounts per day of the last 3 years. And what I need to visualise is the comparison of the sum of sales up to the rolling date VS the same LYTD for 2021 VS 2020 of the same dates. 

ie. 

Totals only of these periods--->	Jan 1st - To-same date as current (May 10)	Jan 1st - To-same date as current (May 10)	Jan 1st - To-date (May 10)
Customer Name	2020	2021	2022
A	Sum Total Sales	Sum Total Sales	Sum Total Sales
B	Sum Total Sales	Sum Total Sales	Sum Total Sales
C	Sum Total Sales	Sum Total Sales	Sum Total Sales
D	Sum Total Sales	Sum Total Sales	Sum Total Sales

I can't make Parallelperiod() work to it... may you please kindly help?

[amitchandak · Accepted solution]

@Adore921 , Try like example with date table

try with year on column on matrix

calculate(Sum('order'[Qty]), filter('Date' , format('Date'[Date], "MMDD") <=  format(today(), "MMDD") ))

or

measures like

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

2nd Last YTD QTY forced=
var _max = date(year(today())-2,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-2,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

YTD QTY forced=
var _max1 = today() //or maxx(allselected('Order'),'order'[Date])
var _max = format(_max,"MMDD")
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date', format('Date'[Date],"MMDD")<=_max))