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hanyfouda2023's avatar
hanyfouda2023
Icon for Helper II rankHelper II
2 years ago

YTD & MTD report

Hi Helpers, I attached sample report  because I need to make it from my source data in PBI  I need to know how to calculate YTD , MTD & Sales performance 
Need Help
hanyfouda2023's avatar
hanyfouda2023
Icon for Helper II rankHelper II
2 years ago

Hi v-xiandat,

Thanks for your replay,

For MTD it works fine but for PY & YTD not accurate, when I seleced year 2023 & 2024 PY & YTD calaculated 2 periods 

For example if MTD is 10 for 2024 , 10 for 2023 for the same period last year then PY & YTD became 20 instead of 10 

here is the measures

PY = CALCULATE([Total Revenue], SAMEPERIODLASTYEAR(Datetable[Date]))
YTD_11 = CALCULATE([Total Revenue], DATESYTD(Datetable[Date]))
Thanks
Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi hanyfouda2023 ,

Can you send me your pbix file, I'd like to see where the problem is occurring.

Best Regards,

Xianda Tang

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