Accumulated YTD Total Same Period Last Year (and years before)

[kimh]

Hi guys,

I have trouble getting the same period last year (and years before) YTD metrics. I tried dateadd, totalytd, etc functions, but I can't get desired results. I hope to get some help here.

So the issue of the methods I tried always gives me the total amount to the end of the month of last year or years before. 

For example, today is Nov  7, so YTD is Jan 1 to Nov 7. The accumulated sales or whatever count ends today. But the result of the previous year ends on Nov 30.

What I want and would like to present in a line chart is that:

X axis is month (Jan to Nov), and the legend is year (2020, 2021, and 2022)

Accumulated sales are from Jan 1 to Nov 7, 2020 vs Jan 1 to Nov 7, 2021 vs Jan 1 to Nov 7, 2022

But now I'm getting the line chart showing the metric from Jan 1 to Nov 30, 2020 vs Jan 1 to Nov 30, 2021 vs Jan 1 to Nov 7, 2022, making the gap in Nov very large.

Appreciate all input! Thanks guys!

[amitchandak]

@kimh , Try measures like

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

LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

LYTD last to last  =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _max = Date(Year(_max1)-2, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

[kimh]

Hi amitchandak,

Thank you so much for your reply. You created three measures which are exactly what I want. Is it possible to put them into a line chart, so that it will show the difference in accumulated sales of each month? 

So I think the Var here should be year. Once I put year into legend, the chart should show the accumulated sales for the three year to date (Nov 7). However, what I got for the accumulated sales of the two past years is to the end of Nov as the X asix is month.