TOTALYTD with SAMEPERIODLASTYEAR not working

[alsolok]

Hello everyone,

I have sales data for all of 2021 and through October for 2022. I'm trying to get sales from 2021 through to the latest date in 2022.

For a start, I tried this method:

Sales YTD = TOTALYTD(SUM('Sales'[Sales Amount]), 'Date'[Date])

-- that sums up the whole year 2022

YTD Sales LY = CALCULATE([YTD Sales], SAMEPERIODLASTYEAR('Date'[Date] ))

-- The latter returns me the sum of all the rows of 2021

The 2nd method, I tried this other rule:

Sales = SUM('Sales'[Sales Amount])

Sales YTD = TOTALYTD(Sales, 'Date'[Date])

Sales LY = CALCULATE([Sales], SAMEPERIODLASTYEAR('Date'[Date] ))

Sales YTD = TOTALYTD([Sales LY]), 'Date'[Date])

And a 3rd too

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

Sales LY YTD = CALCULATE([Sales], SAMEPERIODLASTYEAR('Date'[Date] ))

but unfortunately both don't work.

help me

[v-stephen-msft]

Hi @alsolok ,

What's your expected result? Could

Sample data.

And I tried your first method, it seems work.

If not, please tell me what the correct expected result should look like.

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[negi007]

@alsolok you can apply YTD date filter to show only YTD dates. if you have date table, you can create below calc column

Days_for_Year = DATEDIFF(STARTOFYEAR('Calendar'[Date]),'Calendar'[Date],DAY)+1

YTD_Days = if ('Calendar'[Days_for_Year] < LOOKUPVALUE('Calendar'[Days_for_Year],'Calendar'[Date],TODAY()-1), "YTD", "Remaining")