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kg4u
Helper I
Helper I

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.

 

kg4u_0-1689947377532.png

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!

 

2 REPLIES 2
amitchandak
Super User
Super User

@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

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. 

 

kg4u_0-1689950619756.png

 

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