Year to Date Help

[neil37]

Hello, 

Thank you for your assistance on this.

I am working on a simple table where I need to calculate:

1. Year to Date counts from last year (in this case 01/01/2021 to TODAY in 2021)
2. Current year (in this case 01/01/2022 to TODAY). 
3. Percentage Change of that Year Over Year

My data is structured as so:

Table Name: 'tbl_Personnel'

Date	Category	Count
01/01/2021	Retired	4
01/01/2021	Resigned	5
02/01/2021	Retired	2
02/01/2021	Resigned	0
03/01/2021	Retired	2

My Calendar Table is structured as so : 'Calendar Table'

Date	Year	Month Number	Month	Year Month Number	Year Month	QTR
Thursday, July 1, 1999	1999	7	July	23994	Jul 99	Q3
Thursday, July 2, 1999	1999	7	July	23994	Jul 99	Q3
Thursday, July 3, 1999	1999	7	July	23994	Jul 99	Q3

Thank you for your assistance!

[amitchandak · Accepted solution]

@neil37 , if you want to select a date and then want it

Using Date table and TI

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

also check

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

Using today

YTD Today=
var _min = date(year(today()),1,1)
var _day = today()
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

LYTD =
var _min = date(year(today())-1,1,1)
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

[neil37]

Using the Today YTD Measures were perfect - THANK YOU!!