Previous YTD measure

willatkinson Your measure uses TODAY() which gives a fixed date, so it returns the same value regardless of the visual context. To make it work month-by-month in a visual, you need to use the date context from your visual instead of TODAY().

Replace with this:

Count of Case reference Previous YTD = 
CALCULATE(
    COUNTA('Table'[Case reference]),
    FILTER(
        ALL('DDT'[Date (DDT)]),
        YEAR('DDT'[Date (DDT)]) = YEAR(MAX('DDT'[Date (DDT)])) - 1 &&
        'DDT'[Date (DDT)] <= DATE(
            YEAR(MAX('DDT'[Date (DDT)])) - 1, 
            MONTH(MAX('DDT'[Date (DDT)])), 
            DAY(MAX('DDT'[Date (DDT)]))
        )
    )
)

How this works:

• MAX('DDT'[Date (DDT)]) gets the current date from your visual's filter context
• For each month in your visual, it calculates YTD for that same month in the previous year
• Example: If looking at March 2025, it shows Jan-Mar 2024

   

To use in a visual:

• Create a line/column chart
• X-axis: Month (from your date table)
• Y-axis: Your new Previous YTD measure
• Each month will show the cumulative total up to that month in the prior year

This replaces the static TODAY() with dynamic date context from your visual.

Best regards!

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Hi,

Assuming you have a Calendar Table and you have a year slicer and you have months dragged to a Table/Matrix visual

C = COUNTA('Table'[Case reference])

YTD C = calculate([C],DATESYTD(Calendar[Date],"31/12"))

YTD C (PY) = calculate([YTD C],samperiodlastyear(calendar[Date]))

Hope this helps.