Previous Year To Date

[Lewis_S_William]

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 use CALCULATE(SUM(Transactions[Sales]),SAMEPERIODLASTYEAR(Calendar[Date])) but this just pulls up the full year sales of previous years.

Any help would be greatly appreciated.

Thanks,

[Greyesbud]

H

[FreemanZ · Accepted solution]

hi @Lewis_S_William 

you need some code to reflect YTD, try like:

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

[Lewis_S_William]

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]

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

[Lewis_S_William]

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

[BrianConnelly]

Can you show the relationships between the table and the date dimension?  It seems you might have a problem there.

[Lewis_S_William]

[BrianConnelly]

I am oversimplify so you can follow the DAX and test, but you need to start with wrting some variables.

PreviousYearTodate=

VAR todayYear = Year(Today())

VAR todayMonth= Month(Today())

VAR todayDay = Day(Today())

RETURN CALCULATE(SUM(Transactions[Sales]),

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

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

&& Day(Calendar[Date]) <= todayDay )

)

[ValtteriN]

Hi,

Here is one way to do this:

LY_to_today =

var LY_Start = DATE(YEAR(TODAY())-1,1,1) return

CALCULATE(SUM('Table (28)'[value]), DATESBETWEEN('Calendar'[Date],LY_Start,TODAY()))

end result:

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/