Need Help With Monthly Total Vs YTD

If you are still facing the issue. Please find some formula's that can help

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))

MTD (Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date])))
MTD (Last Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31")))
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,MONTH)) 
3 month back MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-3,MONTH)))
 


QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))



YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"3/31"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"3/31"))

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

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
2 Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(sales,sales[date] <=maxx(date,date[date])))

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-12,MONTH))  
Rolling last 12 before 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd('Date'[Date],-12,MONTH)),-12,MONTH))  


Rolling 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],maxx(sales,Sales[Sales Date]),-30,DAY))   
Rolling last 30 before 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],(dateadd('Date'[Date],-30,DAY)),-30,DAY))  

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Anonymous 

What is the DAX that you used for  YTD measure?

Refer to documentation for TOTALYTD.

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

If this helps, mark it as a solution.

Kudos are nice too

Hi Anonymous 

so forexample if I place this in a card visual it should look like this when I filter by Month name and FY:

Month           YTD
21                  49

which items do you select from the slicer?

Is the YTD is from the start of year 2019 to the max date in the table?

Or YTD is the start date of 2019 and the end date(2019/12/31) of 2019?

Best Regards

Maggie