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Helper I

## YTD measure for different months

Hi Everyone 🙂

I am looking for a way to show YTD,MTD, for different months this yea and last year.

These are my YTD and MTD formulas could you please let me know if they are correct? how can i modify them to show for previous year?

CY Bookings Annualized = Calculate(SUM(OrderLine[Booking USD]), YEAR('OrderLine'[Open_Date]) = YEAR(TODAY()), MONTH('OrderLine'[Open_Date]) <= MONTH(TODAY()))

CY MTD Bookings Annualized USD = Calculate(SUM(OrderLine[Booking USD]), YEAR(OrderLine[Open_Date]) = YEAR(TODAY()), MONTH(OrderLine[Open_Date]) = MONTH(TODAY()))

Thank you very much!
1 ACCEPTED SOLUTION
Resolver II

Modification for previous year

CY Bookings Annualized =

CALCULATE (

SUM ( OrderLine[Booking USD] ),

YEAR ( 'OrderLine'[Open_Date] ) = YEAR ( TODAY() ),

MONTH ( 'OrderLine'[Open_Date] ) <= MONTH ( TODAY()

)

)

PY Bookings Annualized =

CALCULATE (

SUM ( OrderLine[Booking USD] ),

YEAR ( 'OrderLine'[Open_Date] ) = YEAR ( TODAY() ) - 1, -- Adjust for Previous Year

MONTH ( 'OrderLine'[Open_Date] ) <= MONTH ( TODAY()

)

)

2 REPLIES 2
Helper I

Thank you very much! great help! how about MTD and QTD formula?

Resolver II

Modification for previous year

CY Bookings Annualized =

CALCULATE (

SUM ( OrderLine[Booking USD] ),

YEAR ( 'OrderLine'[Open_Date] ) = YEAR ( TODAY() ),

MONTH ( 'OrderLine'[Open_Date] ) <= MONTH ( TODAY()

)

)

PY Bookings Annualized =

CALCULATE (

SUM ( OrderLine[Booking USD] ),

YEAR ( 'OrderLine'[Open_Date] ) = YEAR ( TODAY() ) - 1, -- Adjust for Previous Year

MONTH ( 'OrderLine'[Open_Date] ) <= MONTH ( TODAY()

)

)

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