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mrpowrbihelp's avatar
mrpowrbihelp
Frequent Visitor
2 years ago

TY and LY Running Total Formulas

Hi, We have a date table called ‘DateTbl’ and a ‘Sales file’ that are linked by the date column. There is also a column in the date table called [Year] that states “Current Year” for dates in FY23 ...
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gmsamborn's avatar
gmsamborn
Icon for Super User rankSuper User
2 years ago

Hi mrpowrbihelp 

 

Would these measures help?

Sales = SUM( 'Sales'[Sales] )

YTD = 
    CALCULATE(
        [Sales],
        DATESYTD( 'Date'[Date], "03/31" )
    )

PY = 
    CALCULATE(
        [Sales],
        DATEADD(
            'Date'[Date],
            -1,
            YEAR
        )
    )

PY YTD = 
    CALCULATE(
        [PY],
        DATESYTD( 'Date'[Date], "03/31" )
    )

 

PY YTD 03-31 2.pbix