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Mkobayashi's avatar
Mkobayashi
New Member
2 years ago
Solved

YTD Over Years

Hello everyone,

 

I have something like this today, it's a simples TOTALYTD measure. however what i want is the current YTD over years, for example:

 

however what i want is the current YTD over years, for example:

Today we are currently in 2024/09/05, i want to calculate sales from 2020/01/01 to 2020/09/05, 2021/01/01 to 2021/09/05 and so on.

The chart above is calculating the entire year over year. Is it possible create a measure that works as i need?

 

Thanks in advance

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi All
    Firstly  Ashish_Mathur and lbendlin thank you for yours solutions!
    And Mkobayashi ，As I understand it, you need to dynamically calculate each year's data to today's data based on the exact date of each day, right?
    The data below is calculated using today's date as an example.

    YTD_by_Year = 
CALCULATE(
    SUM('sales_data_2020_2024'[Sales]),
    DATESYTD('sales_data_2020_2024'[Date],"12/31"),
    'sales_data_2020_2024'[Date]<=DATE(YEAR('sales_data_2020_2024'[Date]),MONTH(TODAY()),DAY(TODAY())))
    YTD_by_2020 = CALCULATE(SUM(sales_data_2020_2024[Sales]),'sales_data_2020_2024'[Date]>=DATE(2020,1,1)&&'sales_data_2020_2024'[Date]<=DATE(2020,9,11))
     

    I hope my answer has helped you with your question, if you have any further questions you can always contact me and I will get back to you as soon as I see the message!

    Hope it helps!

     

    Best regards,
    Community Support Team_ Tom Shen

     

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

     

     

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi All
    Firstly  Ashish_Mathur and lbendlin thank you for yours solutions!
    And Mkobayashi ，As I understand it, you need to dynamically calculate each year's data to today's data based on the exact date of each day, right?
    The data below is calculated using today's date as an example.

    YTD_by_Year = 
CALCULATE(
    SUM('sales_data_2020_2024'[Sales]),
    DATESYTD('sales_data_2020_2024'[Date],"12/31"),
    'sales_data_2020_2024'[Date]<=DATE(YEAR('sales_data_2020_2024'[Date]),MONTH(TODAY()),DAY(TODAY())))
    YTD_by_2020 = CALCULATE(SUM(sales_data_2020_2024[Sales]),'sales_data_2020_2024'[Date]>=DATE(2020,1,1)&&'sales_data_2020_2024'[Date]<=DATE(2020,9,11))
     

    I hope my answer has helped you with your question, if you have any further questions you can always contact me and I will get back to you as soon as I see the message!

    Hope it helps!

     

    Best regards,
    Community Support Team_ Tom Shen

     

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

     

     

    • Mkobayashi's avatar
      Mkobayashi
      New Member
      1 year ago

      Hi Tom, thank you very much, that is what i needed!

  • lbendlin's avatar
    lbendlin
    Super User
    2 years ago

    Add a filter that finds the current day of year and then limits the prior years to the same range.  You can use a simple format string 

     

    FORMAT([date],"MMDD") <= FORMAT(TODAY(),"MMDD")

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    2 years ago

    Hi,

    Share some data to work with and show the expected result in a simple Table format.  Share data in a format that can be pasted in an MS Excel file.