YTD and YTD Last Year

[admin_xlsior]

Hello, 

Just need some advice for my measures to calculate YTD and YTD Last Year.

Basically I want to create 2 visualization :

1. Column chart

2. Area chart

So I created these 2 measures:

Value YTD = TOTALYTD(SUM('Inventory'[value]),'Inventory'[DateKey]))

and 

Value YTD Prior = CALCULATE([Value YTD], SAMEPERIODLASTYEAR('Date'[DateKey]))

At first those were ok :

But then I realized the area chart is incorrect, because it dragging the last value of March 2019 all the way to future months.

So I changed the YTD measures to be :

Value YTD = IF(LASTDATE('Dates'[DateKey] > TODAY(), BLANK(), TOTALYTD(SUM('Inventory'[value]),'Inventory'[DateKey])))

The area chart is correct now : 

But my column chart is false, obviously because it does not have Date dimension over there. So now it is blank

Should I create different measure for each visulization ? or the I did is wrong ?

Thanks in advance,

[v-juanli-msft]

Hi @admin_xlsior 

Is this problem sloved? 

If it is sloved, could you kindly accept it as a solution to close this case?

If not, please let me know.

Best Regards

Maggie

[v-juanli-msft · Accepted solution]

Hi @admin_xlsior 

With these measures

ytd = 
TOTALYTD(SUM(Sheet1[sales]),Sheet1[date],FILTER('date',MONTH('date'[Date])<MONTH(TODAY())))

ly ytd = CALCULATE(TOTALYTD(SUM(Sheet1[sales]),Sheet1[date]),SAMEPERIODLASTYEAR('date'[Date]))

In addition, TOTALYTD Evaluates the year-to-date value of the expression in the current context.

So the value is accumulated till the end of the year.

To get your line chart, you need replace TOTALYTD with TOTALMTD which Evaluates the value of the expression for the month to date, in the current context.

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.