topic Re: Previous Year To Date in DAX Commands and Tips

Previous Year To Date

Anonymous — Tue, 14 Feb 2023 17:07:05 GMT

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,

Re: Previous Year To Date

ValtteriN — Tue, 14 Feb 2023 17:38:13 GMT

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/

Re: Previous Year To Date

BrianConnelly — Tue, 14 Feb 2023 18:19:28 GMT

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 )

)

Re: Previous Year To Date

FreemanZ — Sun, 19 Feb 2023 08:46:13 GMT

hi Anonymous

you need some code to reflect YTD, try like:

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

Re: Previous Year To Date

Anonymous — Mon, 20 Feb 2023 15:29:06 GMT

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 🙂

Re: Previous Year To Date

BrianConnelly — Mon, 20 Feb 2023 19:12:28 GMT

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

Re: Previous Year To Date

Greyesbud — Tue, 21 Feb 2023 00:32:30 GMT

Re: Previous Year To Date

Anonymous — Tue, 21 Feb 2023 09:24:47 GMT

Yes, it's pulling up FY, unsure why.

Re: Previous Year To Date

BrianConnelly — Thu, 23 Feb 2023 06:43:00 GMT

Can you show the relationships between the table and the date dimension? It seems you might have a problem there.

Re: Previous Year To Date

Anonymous — Thu, 23 Feb 2023 10:29:28 GMT