PY YTD function is not working

[stino123]

Hey All,

I am trying to create last year YTD functions. the function I am trying to use is the following

Discount YTD PY = CALCULATE([Discount ex VAT],DATESYTD(DATEADD(Kalender[Date],-1,year)))

Where the discount function is:

Discount ex VAT =

SUMX(FACT_Orders,(FACT_Orders[Discount Amount]/((IF(FACT_Orders[Tax Price]=0,1,1+FACT_Orders[Tax Rate])))))

Could someone please explain how to make a YTD PY work? My function will return the full year value of last year rather than the ytd value of previous year.

[v-yangliu-msft · Accepted solution]

Hi  @stino123 ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Measure =
CALCULATE(
    SUM('Table'[amount]),
FILTER(ALL('Table'),
'Table'[date]>=DATE(YEAR(MAX('Table'[date]))-1,1,1)&&
'Table'[date]<=DATE(YEAR(MAX('Table'[date]))-1,MONTH(MAX('Table'[date])),DAY(MAX('Table'[date])))))

2. Result:

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

Best Regards,

Liu Yang

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

[stino123]

@johnt75 thanks for the help, however this returns the full year unfortunately.
@amitchandak maybe I am misunderstanding but this returns "blank" while i know there is data LY YTD.

Any other suggestions?

[johnt75]

Try

Discount YTD PY = CALCULATE([Discount ex VAT], SAMEPERIODLASTYEAR(DATESYTD(Kalender[Date])))

[amitchandak]

@stino123 , if you are using year to display or there is no date selected than dates ytd a year behind will give full year

You can force LYTD like

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

LYTD QTY forced=
var _today = maxx(allselected('Order'),'order'[Date])
var _max = date(year(_today)-1,month(_today),day(_today))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)