Running total YoY - Dax experts needed

It's definitely possible to get a current year running total and a last year running total on the same chart, plotted over the same days. Are you making use of a calendar/dates table? If so, you can use the SAMEPERIODLASTYEAR function. For example, if you have your Running Total CY (current year) measure already set, you could create a Running Total LY measure as

=CALCULATE([Running Total CY], SAMEPERIODLASTYEAR(Calendar[Date]))

where the Calendar[Date] part is your calendar/dates table, and [Date] is the name of the date column.

Anonymous

In this scenario, I think we need to create another table and add some columns to show the results you wanted.

Please refer to following steps. I've also upload the Power BI file here for reference.

1. Add two columns with following formulas in Sales table.
   

   OrderMonthDay = MONTH( Sales[Order date] ) & "/" & DAY( Sales[Order date] ) & "/"

   OrderYear = YEAR( Sales[Order date] )

2. Create a new table with following formula.
   

   FixedDate = 
   FILTER (
       CROSSJOIN ( VALUES ( Sales[OrderMonthDay] ), VALUES ( Sales[OrderYear] ) ),
       Sales[OrderMonthDay] <> BLANK ()
           && Sales[OrderYear] <> BLANK ()
   )

3. Create below columns in above new created table.
   

   FixedDate = 
   FixedDate[OrderMonthDay] & FixedDate[OrderYear]

   FixedPre&LastDate = 
   IF (
       FixedDate[OrderYear] = MAX ( 'Calendar'[CalendarYear] ),
       DATEADD ( FixedDate[FixedDate], -1, YEAR ),
       DATEADD ( FixedDate[FixedDate], 1, YEAR )
   )

   FixedShipMonth = 
   IF (
       RELATED ( DimShippmentDate[ShipYearMonth] ) <> BLANK (),
       RELATED ( DimShippmentDate[ShipYearMonth] ),
       IF (
           FixedDate[OrderYear] = MAX ( 'Calendar'[CalendarYear] ),
           LOOKUPVALUE (
               DimShippmentDate[ShipYearMonth],
               Sales[Order date], FixedDate[FixedPre&LastDate]
           )
               + 100,
           LOOKUPVALUE (
               DimShippmentDate[ShipYearMonth],
               Sales[Order date], FixedDate[FixedPre&LastDate]
           )
               - 100
       )
   )

   Sales = 
   IF (
       RELATED ( DimOrderDate[Order Date] ) <> BLANK (),
       RELATED ( Sales[order amount] ),
       0
   )

4. Create three measures to show the results.
   

   SaleRunningTotal = 
   CALCULATE (
       SUM ( FixedDate[Sales] ),
       FILTER (
           ALL ( FixedDate[FixedDate] ),
           FixedDate[FixedDate] <= MAX ( FixedDate[FixedDate] )
       ),
       VALUES ( FixedDate[FixedShipMonth] )
   )

   SalesSameDayLY = 
   CALCULATE (
       SUM ( FixedDate[Sales] ),
       SAMEPERIODLASTYEAR ( FixedDate[FixedDate] )
   )

   SaleRunningTotalLY = 
   CALCULATE ( [SaleRunningTotal], SAMEPERIODLASTYEAR ( FixedDate[FixedDate] ) )

   
   
   

   Best Regards,

   Herbert