Calculate YTD over multiple dimensions

Anonymous , YTD is over date and should work across dimensions.  You should a date table to make sure work best

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

or

YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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-bd52912a5bd4

Hi Amit,

I have used the above formula, however, it is not providing the correct result. Let me rephrase my requirement, I need to provide Month slicer. Suppose I am filtering on May month it should the YTD for May 22 and also last year' YTD i.e. YTD for May 21. 

Hi Anonymous ,

Try these formulas:

YTD =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLEXCEPT (
            'Table',
            'Table'[Entity],
            'Table'[Client],
            'Table'[Segment],
            'Table'[Product]
        ),
        YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
            && 'Table'[Date].[Month] = SELECTEDVALUE ( 'Table'[Date].[Month] )
    )
)


LYTD =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLEXCEPT (
            'Table',
            'Table'[Entity],
            'Table'[Client],
            'Table'[Segment],
            'Table'[Product]
        ),
        YEAR ( 'Table'[Date] )
            = YEAR ( TODAY () ) - 1
            && 'Table'[Date].[Month] = SELECTEDVALUE ( 'Table'[Date].[Month] )
    )
)

Best Regards,

Jay