Year over Year calcuations

[lcannon]

Spoiler

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?

[v-chuncz-msft]

@lcannon,

It would be better if you could show us a complete example. Try to use the DATESYTD Function.

DATESYTD ( SAMEPERIODLASTYEAR ( dimDate[Date] ) )

[lcannon]

Here's a link to the file (hopefully this works, I'm new to the community and haven't tried doing this before.)

https://www.dropbox.com/s/gg58ik3adc8bmx6/2017.08.03%20Power%20BI%20Report%20for%20community.pbix?dl...

[v-chuncz-msft]

@lcannon,

Take a close look at this article to learn more about DATESYTD.