Time Intelligence Function - Year to Date Formula for Prior Year Year to Date

scpournara

New Member
Joined
Aug 24, 2014
Messages
32
I am having a very hard time writing a formula for Prior Year, YTD. Everything works correctly by I can not figure this out. For currently year I use the formulae: 2020 YTD:=CALCULATE([TotalSales],DATESYTD('Calendar'[Date])). But for prior year I want to return only the months through June 2020. I can then do my comparisons. Any suggestions?
 

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Which came first: VisiCalc or Lotus 1-2-3?
Dan Bricklin and Bob Frankston debuted VisiCalc in 1979 as a Visible Calculator. Lotus 1-2-3 debuted in the early 1980's, from Mitch Kapor.

Jeffrey Mahoney

Well-known Member
Joined
May 31, 2015
Messages
1,744
Use SUMIFS(sum_range,Criteria_range,Criteria)
=Sumifs( CALCULATE([TotalSales],DATESYTD('Calendar'[Date],"<"&Date(YEAR(TODAY()),6,1))

If you want to encompass a date range, you'll need to add another criteria_range and criteria to include from Last year June 1
 

scpournara

New Member
Joined
Aug 24, 2014
Messages
32
Use SUMIFS(sum_range,Criteria_range,Criteria)
=Sumifs( CALCULATE([TotalSales],DATESYTD('Calendar'[Date],"<"&Date(YEAR(TODAY()),6,1))

If you want to encompass a date range, you'll need to add another criteria_range and criteria to include from Last year June 1

Wow, That is AWESOME! I ended up creating a Filter, but that is not sustainable. Love your solution and thanks a lot.
 

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