How to get Last Year YTD

[FR14]

Hi Everyone,

Could you please help me modify this formula to get Last Year YTD? Thank you very much in advnace!

VAR __MaxDate = MAX('Dates'[Date])
RETURN
Calculate(SUM(OrderLine[Booking USD]), YEAR('OrderLine'[Open_Date]) = YEAR(__MaxDate), MONTH('OrderLine'[Open_Date]) <= MONTH(__MaxDate ))

[v-tangjie-msft · Accepted solution]

Hi @FR14 ,

You can update your measure.

Measure=
VAR __MaxDate = MAX('Dates'[Date])
RETURN
CALCULATE(
    SUM(OrderLine[Booking USD]),
    DATESYTD(DATEADD(__MaxDate, -1, YEAR))
)

Or:

VAR __MaxDate = MAX('Dates'[Date])
VAR __StartOfLastYear = DATE(YEAR(__MaxDate) - 1, 1, 1)

RETURN
CALCULATE(
    SUM(OrderLine[Booking USD]),
    OrderLine[Open_Date] >= __StartOfLastYear,
    OrderLine[Open_Date] <= __MaxDate
)

You can refer to the following posts that may be helpful to you:

YTD last year DAX - Microsoft Fabric Community

How to Calculate Year to Date and Prior YTD in Power BI (popautomation.com)

Get the YTD of the same period last year - Kasper On BI

Best Regards,

Neeko Tang

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