Plotting YTD versus Full Prior YTD

[WishAskedSooner]

Hi All,

Not sure if this has been asked before, but I am trying to plot the current running YTD against the full prior running YTD. This would essentially involve creating a table that looks like this that I can convert into a plot:

I have created an unconnected Date table that has contains all the months of 2024 to use as the x-axis since the connected Date table truncates at the last available date in the Fact table. I have created the following measure:

CurrYTD = CALCULATE(SUM('Fact'[Val]), ALL('DimProd'), 'Prod'[ID] = 1, DATESYTD(

TREATAS(VALUES('UnDimDates'[Date]), 'DimDates'[Date])))

And it seems to work, but I am not sure what the DAX would be for the Prior YTD. All of my attempts end up with a table that truncates in April for both the Current and Prior YTD. Like I said, I want the entire Prior YTD.

Also, I want the measure to be dynamic when the model updates with data in January of the next year.

Any help is appreciated!

[Anonymous]

Hi @WishAskedSooner ,

Thanks @vicky_ for his reply.

Have you tried the syntax he provided?

Did it help you solve the problem? If yes, please accept his answer as the solution, which will be of great help to users who encounter similar problems as yours.

If you have any further questions, please feel free to contact me.

Best Regards,
Yang
Community Support Team

[vicky_ · Accepted solution]

I'm going to assume your data looks something like the following:

 Sales Table

 Date Table (note the year column is not necessary)

And i've created a relationship between the two.

and then i use the following calculations:

Sales YTD = CALCULATE(SUM('Table'[Sales]), DATESYTD('Calendar'[Date]))

Prev year sales = CALCULATE([Sales YTD], SAMEPERIODLASTYEAR('Calendar'[Date]))