Sales YTD and Last Year YTD

[Rubal_Islam]

Hi All,

Need some help with Sales YTD and Sales for Last Year YTD.

I have two measures as per below to calculate Sales YTD and Last Year'S Sales YTD

I have a Calendar table and my financial year starts in July. both tables are connected via date.

Calendar = CALENDARAUTO(6)

The data source table has Date, Location, and Sales Column.

YTD Sales = CALCULATE(sum(Sales[Sales]),DATESYTD(ENDOFYEAR('Calendar'[Date]),"06/30"))

LY YTD = CALCULATE(SUM(Sales[Sales]),DATESYTD(dateadd('Calendar'[Date],-1, YEAR),"6/30"))

However,  "LY YTD" is showing an accumulative total for the last financial year, rather than for July 21, only.

"YTD Sales" is showing the correct data.

                            

Appreciate your help on this.

Regards

RI

[HoangHugo]

Hi
I tried to revise something

YTD Sales = CALCULATE(sum(Sales[Sales]),DATESYTD('Calendar'[Date],"06/30"))

About your LY YTD, as I know ,function DATEADD will return to a whole last month, mean dateadd('Calendar'[Date],-1, YEAR),"6/30") will be 1/7/2021-31/7/2021

to your expect, i tried revise:

LY YTD = CALCULATE(SUM(Sales[Sales]),DATESYTD('Calendar'[Date],"6/30"), 'Calendar'[Date] <= DATEADD (ENDOFYEAR ('Calendar'[Date],"6/30"),-1,YEAR))

[Tsrivastava]

Try Using 
Ytd = totalytd(sum(sales), datetable)
last year ytd = calculate(ytd, dateadd(datetable ,-1 , year)

[Rubal_Islam]

hi @Tsrivastava , unfortunately, it doesn't work. the table returns blank.

YTD Sales 2 = TOTALYTD(sum(Sales[Sales]),'Calendar'[Date])

[amitchandak]

@Rubal_Islam , The measure is correct, but there is no date in context. datesytd take the last date of the calendar, for which you might not have data.

Other than that, make sure, the calendar table is marked as date table.

There 6 such rules refer

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...