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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Previous Year To Date

Hi,

 

Apologies as I know this has been asked and answered numerous times before.

 

I'm trying to get the sales for LY 01/01/2022 to todays date but unsure on how to go about it.

 

I tried to use CALCULATE(SUM(Transactions[Sales]),SAMEPERIODLASTYEAR(Calendar[Date])) but this just pulls up the full year sales of previous years.

 

Any help would be greatly appreciated.

 

Thanks,

  • FreemanZ's avatar
    FreemanZ
    3 years ago

    hi Anonymous 

    you need some code to reflect YTD, try like:

    CALCULATE(
        SUM(Transactions[Sales]),
        DATESYTD(SAMEPERIODLASTYEAR(Calendar[Date]))
    )

9 Replies

  • ValtteriN's avatar
    ValtteriN
    Community Champion
    3 years ago

    Hi,

    Here is one way to do this:

    LY_to_today =
    var LY_Start = DATE(YEAR(TODAY())-1,1,1) return

    CALCULATE(SUM('Table (28)'[value]), DATESBETWEEN('Calendar'[Date],LY_Start,TODAY()))

    end result:



    I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

    My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/

  • BrianConnelly's avatar
    BrianConnelly
    Resolver III
    3 years ago

    I am oversimplify so you can follow the DAX and test, but you need to start with wrting some variables.

    PreviousYearTodate=

    VAR todayYear = Year(Today())

    VAR todayMonth= Month(Today())

    VAR todayDay = Day(Today())

     

    RETURN CALCULATE(SUM(Transactions[Sales]),

    FILTER(ALL(Calendar),YEAR(Calendar[Date]) = todayYear -1

    && Month(Calendar[Date]) <= todayMonth

    && Day(Calendar[Date]) <= todayDay )

    )

  • FreemanZ's avatar
    FreemanZ
    Super User
    3 years ago

    hi Anonymous 

    you need some code to reflect YTD, try like:

    CALCULATE(
        SUM(Transactions[Sales]),
        DATESYTD(SAMEPERIODLASTYEAR(Calendar[Date]))
    )

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      All of the replies were giving me full years value rather than same period for some reason.

       

      I updated my calendar table which was 2020 - 2029 to 2020 - todays date and this one appeared to be better suited for my needs but still with a slight issue, it rolls up january and full month of february for the previous year rather than 01/01 - 20/02

       

      Solved it by marking as date table! Thanks 🙂

       

       

      • BrianConnelly's avatar
        BrianConnelly
        Resolver III
        3 years ago

        Did you test my formula, I specifically made it same period?

         

        FILTER(ALL(Calendar),YEAR(Calendar[Date]) = todayYear -1

&& Month(Calendar[Date]) <= todayMonth

&& Day(Calendar[Date]) <= todayDay