How to calculate the Previous YTD for below mentioned table structure?

Question

I have three tables: Account Summary, DateTable(date table), Budget table.

I calculated the YTD for One of the measures by using below formula: Total Retail Dues YTD = TOTALYTD([Total Retail Dues], DateTable[Date], "9/30")

For Prev YTD I am using below formula: Total Retail Dues YTD LY = CALCULATE([Total Retail Dues YTD], SAMEPERIODLASTYEAR(DateTable[Date]))

However the Total Retail Dues YTD LY not showing the the YTD info, in turn it shows data for the whole fiscal year 2017. What to change for Previous YTD formula so that I can get YTD info for previous year not the whole fiscal year info?

TJ_ TJ_ · Accepted Answer · 2018-03-30T15:24:05

If you don't want the fiscal year correction in your LY calculation, you shouldn't reference the YTD for the fiscal year in your LY measure.

Could you try this?

Total Retail Dues YTD LY =
TOTALYTD([Total Retail Dues];SAMEPERIODLASTYEAR(DateTable[Date]))

For reference:

Total Retail Dues YTD - Fiscal Year = 
TOTALYTD([Total Retail Dues];DateTable[Date];"30/6")

Total Retail Dues YTD LY - Fiscal Year =
TOTALYTD([Total Retail Dues];SAMEPERIODLASTYEAR(DateTable[Date]);"30/6")

Total Retail Dues YTD = 
TOTALYTD([Total Retail Dues];DateTable[Date])

Total Retail Dues YTD LY =
TOTALYTD([Total Retail Dues];SAMEPERIODLASTYEAR(DateTable[Date]))

In picture:

How to calculate the Previous YTD for below mentioned table structure?

1 Answers