Prior Year to Date - No Date Table

[CJANE]

I am trying to create an expression to show total sales for prior YTD.  My Sales and Date are in the same table.  I do not have a separate date table.  Is there an expression that will work for this scenario?

Table Name is Trades

Fields are Gross Amount and Trade Date

[v-cazheng-msft · Accepted solution]

Hi @CJANE 

You can create a Measure like the following.

LYTD =

var year=YEAR(MAX(Trades[Trade Date]))-1

return CALCULATE(SUM(Trades[Gross Amount]), FILTER(ALL(Trades),Trades[Trade Date]>=DATE(year,1,1)&&Trades[Trade Date]<=MAX(Trades[Trade Date])))

The result looks like this:

For more details, you can refer the attached pbix.

Best Regards

Caiyun Zheng

Is that the answer you're looking for? If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MattAllington]

You should not write any time intelligence function without a date table. The reason is that the time intelligence functions rely on a complete list of all days in the table to work. You can use the inbuilt date table if you like. Simply refer to it in locations where you must specify the date column, ie SAMEPERIODLASTYEAR(Trades[Date].[Date]). Note the extra .[Date]

[themistoklis]

@CJANE 

Try any of the following 2 formulas:

LYTD = CALCULATE(SUM(Trades[Gross Amount]), SAMEPERIODLASTYEAR(Trades[Trade Date]))
LYTD = CALCULATE(SUM(Trades[Gross Amount]), DATEADD (Trades[Trade Date], -1, YEAR))