YTD calculation for non-consecutive years

[Syndicate_Admin]

Good afternoon

I would need your help related to a YTD calculation.

I have a table called: COMPLETE D_PEDIDO where the fields are:

-ENTRY ORDERS EUROS

-CREATION DATE

and another table M_CALENDARIO where the DAY field is (which is linked to CREATION DATE)

I have data from 2019 and 2023 and I want to compare the YTD of 2019 with the YTD of 2023 month by month.

Let's say today is 03/28/2023.

For example the table is like this (data from several years appear but I just want to compare the current year with 2019)

What I am looking for is to be able to obtain a result like this:

What I do NOT want is for it to come out like this:

Could you help me with a formula that would do it?

Thank you very much in advance.

[Anonymous]

Hi @Syndicate_Admin ,

I suggest you to try code as below to create a measure.

Measure = 
VAR _TODAY =
    TODAY ()
RETURN
    CALCULATE (
        SUM ( 'COMPLETE D_PEDIDO'[ENTRY ORDERS EUROS] ),
        FILTER (
            M_CALENDARIO,
            M_CALENDARIO[Year]
                IN { YEAR ( _TODAY ), 2019 }
                    && M_CALENDARIO[Month] <= MONTH ( _TODAY )
        )
    )

Result is as below.

Best Regards,
Rico Zhou

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

[Syndicate_Admin]

Thank you very much for the help!.

With this solution I have the entry of orders month by month, but what I needed was the accumulated calculation, could you modify the measure to obtain the same calculation but accumulated?

Thank you