I’m trying to calculate YTD for last year same period 2016 - 2017. I’ve tried several different things and all are giving me a full year’s total for 2016 and not January – July 2016. Here are the calculations I’ve tried:
UnitsLY = CALCULATE([TotalUnits],DATEADD(dimDate[Date],-1,YEAR))
SamePeriod = CALCULATE([YTDUnits],SAMEPERIODLASTYEAR(dimDate[Date]))
Parallel = CALCULATE([TotalUnits],PARALLELPERIOD(dimDate[Date],-1,YEAR))
My fact table and date table are joined on ‘Date’ not a DateKey.
Is someone able to tell me what I’m doing wrong and why I’m getting all of 2016 and not just the same period January – July?
It would be better if you could show us a complete example. Try to use the DATESYTD Function.
DATESYTD ( SAMEPERIODLASTYEAR ( dimDate[Date] ) )
Here's a link to the file (hopefully this works, I'm new to the community and haven't tried doing this before.)
Take a close look at this article to learn more about DATESYTD.
Take a look at the September 2023 Power BI update to learn more.
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