Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Previous Year To Date

Hi,   Apologies as I know this has been asked and answered numerous times before.   I'm trying to get the sales for LY 01/01/2022 to todays date but unsure on how to go about it.   I tried to u...
  • FreemanZ's avatar
    FreemanZ
    3 years ago

    hi Anonymous 

    you need some code to reflect YTD, try like:

    CALCULATE(
        SUM(Transactions[Sales]),
        DATESYTD(SAMEPERIODLASTYEAR(Calendar[Date]))
    )

FreemanZ's avatar
FreemanZ
Icon for Super User rankSuper User
3 years ago

hi Anonymous 

you need some code to reflect YTD, try like:

CALCULATE(
    SUM(Transactions[Sales]),
    DATESYTD(SAMEPERIODLASTYEAR(Calendar[Date]))
)

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    All of the replies were giving me full years value rather than same period for some reason.

     

    I updated my calendar table which was 2020 - 2029 to 2020 - todays date and this one appeared to be better suited for my needs but still with a slight issue, it rolls up january and full month of february for the previous year rather than 01/01 - 20/02

     

    Solved it by marking as date table! Thanks 🙂

     

     

    • BrianConnelly's avatar
      BrianConnelly
      Icon for Resolver III rankResolver III
      3 years ago

      Did you test my formula, I specifically made it same period?

       

      FILTER(ALL(Calendar),YEAR(Calendar[Date]) = todayYear -1

&& Month(Calendar[Date]) <= todayMonth

&& Day(Calendar[Date]) <= todayDay
      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Yes, it's pulling up FY, unsure why.