Compute YTD Value based on Period Selected

[greenlover]

Hi Guys, 

I just need your help in computing the YTD value based on the period selected (Start Date & End Date). Note that the value of the YTD must be minus 1 month from the End Date selected. 

For example: 

Period Selected: January 1, 2021 to November 15, 2021

YTD Value must show: Jan 1 to October 15. (Minus 1 month from the End Date selected) 

Thank you! 

[v-angzheng-msft]

Hi, @greenlover 

The formula @VahidDM  provided works, but be aware that you can show the correct value on the total or on the card viusal.
I have tried to make some modifications to the formula above, and you could try this formula:

Measure 2 = 
var _minD=CALCULATE(MIN('Table'[Date]),ALLSELECTED('Table'))
var _maxD=CALCULATE(MAX('Table'[Date]))

var _r=CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Date]>=_minD&&'Table'[Date]<=EDATE(_maxD,-1)))

return _r

Result:

If you have a calendar table, then the formula @Ashish_Mathur  provided will work for you too, but note that the Edate function is followed by max(Date), like:

Total till previous month =
CALCULATE (
    [Total],
    DATESBETWEEN (
        calendar[date],
        MIN ( calendar[date] ),
        EDATE ( MAX ( calendar[date] ), -1 )
    )
)

Please refer to the attachment below for details. Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Ashish_Mathur]

Hi,

Try these measures

Total = sum(Data[Sales])

Total till previous month = calculate([Total],datesbetween(calendar[date],min(calendar[date]),edate(min(calendar[date]),-1)))

Ensure that the Date slicer is built from the Calendar Table.

Hope this helps.

[VahidDM · Accepted solution]

Hi @greenlover 

Try this measure to find the YTD value:

Measure =
VAR _MinD =
    MIN ( table[date] ) -- find the MIN date in the selected period
VAR _MaxD =
    MAX ( table[date] ) -- find the MAX date in the selected period
VAR _MaxD1ML =
    DATE ( YEAR ( _MaxD ), MONTH ( _MaxD ), 1 ) - 1 -- find the last date of the month before MAX date
VAR _MaxD1M =
    DATE ( YEAR ( _MaxD1ML ), MONTH ( _MaxD1ML ), DAY ( _MaxD ) ) -- find the same day in the last month of the MAX date
RETURN
    CALCULATE (
        SUM ( table[column] ),
        FILTER ( ALL ( table ), table[date] >= _MinD && table[date] <= _MaxD1M )
    )

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: www.linkedin.com/in/vahid-dm/