PYTD Power Query Formula Help

[CiaraCaryl]

I'm trying to creat PYTD in Power Query because the typical formula is not working in a calculated column. The data set I am using only has dates for the first day of the quarter, and last day of the quarter for each year, no dates inbetween. This is the formula I am trying to use in power query but its just giving me errors. Anyone got any ideas?

PYTD = if Date.IsInYearToDate([quarter] {Date.AddYears([quarter], -1)})

then [channel_licenses_net_added] else 0

[dufoq3 · Accepted solution]

Hi @CiaraCaryl , you haven't specified expected output. What about this one?

let
    Source = Table.FromColumns({List.Transform({3,6,9,12}, each Date.EndOfQuarter(#date(2016,_,1)))}, type table[End of Quarter=date]),
    Ad_Check = Table.AddColumn(Source, "IsInYTD", each Date.IsInYearToDate(#date(Date.Year(DateTime.FixedLocalNow()), Date.Month([End of Quarter]), Date.Day([End of Quarter]))))
in
    Ad_Check

[v-csrikanth]

Hi @CiaraCaryl 
I wanted to follow up since I haven't heard from you in a while. Have you had a chance to try the suggested solutions?
If your issue is resolved, please consider marking the post as solved. However, if you're still facing challenges, feel free to share the details, and we'll be happy to assist you further.
Looking forward to your response!

Best Regards,
Community Support Team _ C Srikanth.

[v-csrikanth]

Hi @CiaraCaryl 
Could you please confirm if your issue has been resolved?
If you are still facing any challenges, kindly provide further details, and we will be happy to assist you.

Best Regards,
Community Support Team _ C Srikanth.

[ronrsnfld]

1. What is the error message? (eg, what do you see if you select the word "error" in the PYTD column?
2. Please provide some sample data (preferably as text) along with:
   1. The expected result from that data
   2. The logic required to derive the expected result from the presented data

[SundarRaj]

Hi @CiaraCaryl , here's a different solution you could look at. I'll attach the images of the output and M code used. Thanks