Measure for Net Sales YTD Previous Year & Net Sales YTD 2 years ago

[Anonymous]

Hi everyone,

I need some help with measures for Net Sales YTD PY (=Net Sales YTD Previous Year) and Net Sales YTD PY-1 (Net Sales YTD 2 years ago). For example, when filtering on 'Year = 2022' and 'Month = 1 till 9") the above measures should graphically display the YTD figures of 2021 and 2020 until September, respectively. Below is what I have so far..

- Net Sales YTD PY =

VAR first_date = FIRSTDATE(DATEADD('Invoice Date'[DateFull],-1,YEAR))

VAR last_date = LASTDATE(DATEADD('Invoice Date'[DateFull],-1,YEAR))

RETURN

IF(

    ISBLANK(first_date) || ISBLANK(last_date),

    BLANK(),

    CALCULATE([Net Sales],

    DATESBETWEEN('Invoice Date'[DateFull],first_date,last_date)))

- Net Sales YTD PY-1 =

VAR first_date = FIRSTDATE(DATEADD('Invoice Date'[DateFull],-2,YEAR))

VAR last_date = LASTDATE(DATEADD('Invoice Date'[DateFull],-2,YEAR))

RETURN

IF(

    ISBLANK(first_date) || ISBLANK(last_date),

    BLANK(),

    CALCULATE([Net Sales],

    DATESBETWEEN('Invoice Date'[DateFull],first_date,last_date)))

Thanks in advance!

[amitchandak · Accepted solution]

@Anonymous , with help from date table and time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

2nd Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))

YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

2 LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = Date(Year(_max1)-2, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

or

YTD =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

LYTD =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , MAXX(allselecetd('Date'), 'Date'[Date]))
var _max = Date(Year(_max1)-1, Month(_max1), Day(_max1))
var _min = eomonth(_max,-1*MONTH(_max))+1
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.