YTD percentage with multiple years of data

[GJeanes1]

So I have multiple years of data, and I cannot seem to get the correct YTD percentage total.

here is my measurement:

YTD Percentage Change =IF(ISFILTERED('Sheet1'[Date and Time]),ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),VAR __PREV_YEAR =CALCULATE(COUNTA('Sheet1'[Incident]),DATEADD('Sheet1'[Date and Time].[Date], -1, YEAR))RETURNDIVIDE(COUNTA('Sheet1'[Incident]) - __PREV_YEAR, __PREV_YEAR))

However, When I use my slicer to separate the "incident" value the YTD displays as

2023, 30, -48.61%

2022, 47, 24.14%...

But as you see using a YTD calculator

(30-47) / |47| * 100 = 36.17%

I am also using a filter for dates and manually updating or checking which dates to display.

[Anonymous · Accepted solution]

Hi @GJeanes1 ,

Please try:

YTD Percentage Change =
IF (
    ISFILTERED ( 'Sheet1'[Date and Time] ),
    ERROR ( "Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column." ),
    VAR __PREV_YEAR =
        CALCULATE (
            COUNTA ( 'Sheet1'[Incident] ),
            DATEADD ( 'Sheet1'[Date and Time].[Date], -1, YEAR )
        )
    VAR __SELECTED_DATE =
        DATESYTD ( MAX ( 'Sheet1'[Date and Time].[Date] ), "Calendar Year" )
    RETURN
        DIVIDE (
            CALCULATE ( COUNTA ( 'Sheet1'[Incident] ), __SELECTED_DATE ) - __PREV_YEAR,
            __PREV_YEAR
        )
)

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[Greg_Deckler]

@GJeanes1 See if this video helps, it presents a bunch of different options for calculations like this: