YTD and MTD performance - Prior Month Data

[Tarek78]

Hi Everyone,

I am a complete begginner using Power Pivot within Excel. I heard there were real geniuses here so that's the reason why I ask my question here.

I am extracting some data each beginning of month to analyse prior month information.

I have a simple data model with a period dimension (date, month, year, quarter) along with a fact table where we have all the data that I download on a monthly basis.

I would like to create a formula that gives me the YTD and MTD sales for the given period for the current year and also vs last year.

There is also a small issue: in January 2023, I will download the data to analyse December 2022.

If it not clear, let me know and I will do my best to explain better.

Thanks to everyone!

 

[Tarek78]

Hi Everyone,

I just heard about a TotalYTD DAX function. I think it should do the trick to build a YTD function but which function can I create to give me a comparison vs LY?

 

[RoryA]

A reminder:

Cross-posting (posting the same question in more than one forum) is not against our rules, but the method of doing so is covered by #13 of the Forum Rules.

Be sure to follow & read the link at the end of the rule too!

Cross posted at:
YTD and MTD variances - prior month data

If you have posted the question at more places, please provide links to those as well.

If you do cross-post in the future and also provide links, then there shouldn’t be a problem.

 

[Tarek78]

Apologies I didn’t know that those two websites were related. Next time I will provide the link.

 

[arthurbr]

Apologies I didn’t know that those two websites were related. Next time I will provide the link.

No, they are not related, but the same rules regarding cross-posting are applied in almost every XL forum.
Read A message to forum cross posters to understand why

 

[Tarek78]

Hi,

no worries, I will. In the meantime, find attached an example of the model