Calculate Selected Year & Month's YTD and Previous year ytd for the same month in filter selection

[insandur]

Hi All,

 I am struggling to calculate ytd for the selected year & month  and previous year YTD for the same selected month in filter.

For example, if i select FY 2023 YTD July in filter, it should provide me the year to date value starts from Jan 2023 upto July 2023. And it should also provide me the previous year to date value starts from Jan 2022 upto July 2022.

[Anonymous · Accepted solution]

Hi @insandur ,

Please try the following methods and check if they can solve your problem:

1.Create the simple table.

2.Select the slicer visual and drag the month into the visual.

3.Select the slicer visual and drag the year into the visual.

4.Create the measure to calculate YTD.

YTD = CALCULATE (
        SUM ('Table'[Values]),
        FILTER (
            ALL ('Table'),
            'Table'[Year] = SELECTEDVALUE('Table'[Year])
                && 'Table'[Month] <= SELECTEDVALUE('Table'[Month])
        )
    )

5.Create the measure to calculate previous YTD .

pre_YTD = CALCULATE (
        SUM ('Table'[Values]),
        FILTER (
            ALL ('Table'),
            'Table'[Year] = (SELECTEDVALUE('Table'[Year]) - 1)
                && 'Table'[Month] <= SELECTEDVALUE('Table'[Month])
        )
    )

6.Drag the measure into the card visual. The result is shown below.

Best Regards,

Wisdom Wu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[StrategicSavvy]

hi @insandur 

you can also try with explicit measures:

1. Total YTD

Total YTD = 
CALCULATE(
    SUM ( 'Fact'[Value] ),
    DATESYTD('Calendar'[Date])
)

2. Total PYTD

Total PYTD = 
CALCULATE(
    [Total YTD],
    DATEADD(
        'Calendar'[Date],-1,YEAR)
        )
    )

Hope it helps.

[lbendlin]

Please try the "Running totals" Quick Measure.