Find if posting date is YTD or LYTD, The formula does not work... Hope for help

[Havard]

if [postingDate] >= Date.StartOfYear(Date.From(DateTimeZone.FixedUtcNow()))
then "YTD"
else if [postingDate] >= Date.AddYears(Date.From(DateTimeZone.FixedUtcNow()),-1) and [postingDate] <= Date.From(Date.AddYears(Date.From(DateTimeZone.FixedUtcNow()),-1))
then "LYTD"
else "BLANK"

The result is "BLANK"

Had one formula for this before, but it's gone....

[Havard]

Thx, there is some missing, fex jan 14 2022 and feb 10th 2022 should be LYTD, but can't manage that... Later than today has no intereset, so nor problem there. Hope You can adjust, I have tried "everything" the last 3 hrs..., but I don't have the skills to manage...

[ronrsnfld]

Assuming your year runs from Jan-Dec, can't you just compare the current year to the posting date year?

let
    Source = 
        Table.FromColumns({
            {#date(2022,12,30), 
             #date(2023,2,1), 
             #date(2024,1,10), 
             #date(2020,1,1),
             #date(2022,1,14),
             #date(2022,2,10)}             
             },
            type table[postingDate=date]
        ),
    #"Added Custom" = Table.AddColumn(Source, "Custom", each 
            let 
                #"This Year" = Date.Year(DateTime.FixedLocalNow()),
                #"Posting Year" = Date.Year([postingDate])
            in 
                if #"Posting Year" >= #"This Year"  then "YTD"
                else if #"This Year" - #"Posting Year" = 1 then "LYTD"
                else "BLANK",
            type text)
in
    #"Added Custom"

[Havard]

Thx again, that worked! ...but i don't know how to make that in the original form... Could You pls..?

[ronrsnfld]

I don't understand what you mean. Just use the formula that shows in the #"Added Custom" step when you click on that Applied Step.

[jbwtp]

Hi @Havard,

This is quite strange... It does show up as LYTD on my side ( do yo umind checking the conditions/formula and the dates format [maybe?]):

Cheers,

John

[jbwtp]

Hi @Havard,

you can use something like this:

Table.AddColumn(#"Renamed Columns", "Custom", each let daysDiff = Number.From([postingDate] - Date.StartOfYear(Date.From(DateTimeZone.FixedUtcNow()))), res = if daysDiff >= 0 then "YTD" else if daysDiff > -365 then "LYTD" else "BLANK" in res, type text)

Please note that future year will be "YTD" in this case:

Cheers,

John