YTD and PY YTD

[kundan_ray]

Hi Folks,
I have 3 years of data in my dataset, 2022, 2023 complete year and 2024 till today i.e., (05/09/2024). I want to calculate YoY growth. 
When I choose 2024 in slicer, it should show CY till the present day and PY should show the sameperiod sales (sameperiodlastyear won't work because it will consider complete May month when compared to last year) 

When I choose 2023 in slicer, it should show the complete 2023 in CY and 2022 in PY sales.

Please advise the dax. 

Thanks

[Ahmedx · Accepted solution]

pls try

[Ahmedx]

you need to create this column in the calendar

and then you can create two measures

Sales YTD = CALCULATE(SUM('Table'[Value]),'Calendar'[YTD]="YTD")

LastYearYTD = CALCULATE([Sales YTD],DATEADD('Calendar'[Date],-1,YEAR))

[fahadqadir3]

@Ahmedx , I used your calculation but not able to get desired results. 

Sales YTD should present all values for 2023, and LastYEARYTD should present values less than Oct 1 for 2022, as we have data till Oct 2023. For 2022, LastYearYTD present values till July 2022 not for december 2022.

LYTD 1.pbix

Power BI file attached, please help.

LYTD 1.pbix

Best Regards,

Fahad Qadir

[Ahmedx]

pls try

[fahadqadir3]

@Ahmedx  SalesYTD for 2022 should be blank as I select 2023 and 2022, and LastYear YTD for 2023 should be blanks. 

LastYear YTD for 2022 should presents all values less than Oct 1 2022, as we have 1st Oct 2023 is the max(last) date in 2023. 
is it possible? Thanks alot for your response.

[Surya9]

you can try 
var CY = [measure]
var Py = calculate ([measure],all(date),date(date)>=date(year-1,1,1) && date<=Edate(date ,-12))