LY YTD Measure

[FR14]

Hello Everyone,

This is my measure for LY YTD but it shows complete year values, how can i modify it to show the last year year to date values?

LY YTD Bookings Annualized =

  VAR __MaxDate = MAX('Transaction Date'[Date])

RETURN

Calculate(SUM(Orders[Annualized Value]), YEAR('Transaction Date'[Date]) = YEAR(__MaxDate)-1, MONTH('Transaction Date'[Date]) <= MONTH(__MaxDate ))

[saurabhtd]

@FR14  If your there is date table in the model, you can use time intelliegence functions like DATEADD , SAMEPERIODLASTYEAR  for LY YTD calculations.  

[saurabhtd]

@FR14 You can modify the logic this way. This will give LY YTD values. 

LY YTD Bookings Annualized = 
VAR __MaxDate = MAX('Transaction Date'[Date])
VAR __StartDateLastYear = DATE(YEAR(__MaxDate)-1, MONTH(__MaxDate), DAY(__MaxDate))
RETURN
CALCULATE(
    SUM(Orders[Annualized Value]),
    'Transaction Date'[Date] >= __StartDateLastYear && 'Transaction Date'[Date] <= __MaxDate
)

[FR14]

Thank you for your support, this solution did not solve my problem. It works okay for this YTD but when i select other months and years values don't change

[saurabhtd]

@FR14 You can try this

LY YTD Bookings Annualized = 
VAR __MaxDate = MAX('Transaction Date'[Date])
VAR __StartDateLastYear = DATE(YEAR(__MaxDate)-1, 01, 01)
VAR __Enddate = DATE(YEAR(__MaxDate)-1,MONTH(__MaxDate), DAY(__MaxDate))
RETURN
CALCULATE(
    SUM(Orders[Annualized Value]),
    'Transaction Date'[Date] >= __StartDateLastYear && 'Transaction Date'[Date] <= __Enddate
)

[FR14]

Thank you i checked this one and it shows complete last year values not last year January.

[saurabhtd]

@FR14 Did you got what you where looking ?

[FR14]

Not really, it still shows complete last year data not last year January.

[saurabhtd]

@FR14 You can try this, this will give for last year january to date 

LY YTD Bookings Annualized = 
VAR __MaxDate = MAX('Transaction Date'[Date])
VAR __StartDateLastYear = DATE(YEAR(__MaxDate)-1, 01, 01)
VAR __Enddate = DATE(YEAR(__MaxDate)-1, 01, DAY(__MaxDate))
RETURN
CALCULATE(
    SUM(Orders[Annualized Value]),
    'Transaction Date'[Date] >= __StartDateLastYear && 'Transaction Date'[Date] <= __Enddate
)

[FR14]

Thank you very much but result show me this year values when i implement it.

[saurabhtd]

@FR14  You can try this

LY YTD Bookings Annualized = 
VAR __MaxDate = MAX('Transaction Date'[Date])
VAR __StartDateLastYear = DATE(YEAR(__MaxDate)-1, 01, 01)
RETURN
CALCULATE(
    SUM(Orders[Annualized Value]),
    'Transaction Date'[Date] >= __StartDateLastYear && 'Transaction Date'[Date] <= __MaxDate
)