Previous Year To Date

[Lewis_S_William]

Hi

I've asked the question before and it got solved. I'm not replicating the solutions and I can't get it to work.

I have a sales table with sales recorded from 01/01/2022 to 01/04/2023. I've created a data table with the same range and created a relation between the 2.

I can pull off current year sales not a problem. When I try to create previous year sales it's totalling the full month of april last year as well when it should be 01/01/2022..01/04/2022

It should be 84k but it's returning 120k.

I've tried the following

Sales PY (£) =
    CALCULATE(SUM(SalesDashboard[SalesAmountActual]),SAMEPERIODLASTYEAR('Date'[Date]))

YTD LY (limited by last date in Data table) =
VAR DataMaxDate =
    CALCULATE ( MAX ( 'Date'[Date] ), ALL ( SalesDashboard ) )
RETURN
    CALCULATE (
        [YTD],
        SAMEPERIODLASTYEAR (
            INTERSECT (
                VALUES ( 'Date'[Date] ),
                DATESBETWEEN ( 'Date'[Date], BLANK (), DataMaxDate )
            )
        )
    )

Any suggestions?

[Greg_Deckler]

@Lewis_S_William Try Better Year to Date: Better Year to Date Total - Microsoft Fabric Community

[Daniel29195]

@Lewis_S_William 

Please try this modified version : 

YTD LY (limited by last date in Data table) =
VAR DataMaxDate =
    CALCULATE ( MAX ( 'Date'[Date] ), ALL ( SalesDashboard ) )
RETURN
    CALCULATE (
        [YTD],
        SAMEPERIODLASTYEAR (datesytd('Date'[Date])), all(dimdate[Date])
)
        
   

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