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kg4u's avatar
kg4u
Icon for Helper II rankHelper II
3 years ago

YTD LY Calculation not working

Hi,

 

I cannot figure out why my YTD LY calculation is not working.  Can someone take a look and help me?  I would expect to see the same value in August - December for the YTD Sale LY calculation but it is continuing to add values it should stop adding values in July.  I want to compare the same period this year compare to the same period last year.

 

Here are my calculations. 

Total Sales = SUM(Data[Original Sales])
YTD Sales = TOTALYTD([Total Sales],'CALENDAR'[Date].[Date])
YTD Sales LY = TOTALYTD(SUM(Data[Original Sales]), DATEADD('CALENDAR'[Date],-1,year))
 
What am I doing wrong? Or is there a better YTD LY calculation I should use? 
Thank you so much!

 

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2 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    3 years ago

    kg4u , You have control that

    examples

     

    LYTD QTY forced=
    var _max = date(year(today())-1,month(today()),day(today()))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

     

     


    LYTD QTY forced=
    var _today = maxx(allselected('Order'),'order'[Date])
    var _max = date(year(_today)-1,month(_today),day(_today))
    return
    if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
    //OR
    //CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
    //TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

     

    comments // are an alternate formula for return

    • kg4u's avatar
      kg4u
      Icon for Helper II rankHelper II
      3 years ago

      I am trying to use your examples, which I am very thankful for.  However, they are giving me an error.

      Seems that I am not using MAX correctly, please advise.