Last year same month (MTD)

[Melissak]

Hi, 

How to calculate the month to date period for the same period last year. 

Eg. If today is 13/05/2021 (Current Month to Date) how do I calculate what sales was for 1/05/2020 to 13/05/2020? 

[Sam_SAS]

Hello,

You would use the ParallelPeriod operator in a calculated item.

Here is an example that should calculate the month-to-date value for the previous year:

ParallelPeriod(_Sum_, 'Expenses'n, _ApplyAllFilters_, 'Date'n, _ByMonth_, _ByYear_, -1, _ToDate_)

The last parameter above specifies the "to date" part.

The UI for the periodic operators in the graphical expression editor is a bit confusing, so refer to the doc and the tooltips.

Let us know how it goes.

Thanks,
Sam

[Melissak]

Hi
I tried the above but it does the same calculation for every year in the data.
I want it to only return that value for the one month. (Last year, this month)

[Sam_SAS]

Getting only a specific month is actually a bit trickier.

The easiest way might be to precalculate the value in your source table.

I am making some inquiries about a way to do it within VA.

Sam

[Melissak · Accepted solution]

I managed to do this with the calculated item below:

IF ( ( Month('DATE X'n) = Month(DatePart(Now())) ) AND (
Year('DATE X'n) = Year(DatePart(Now()))-1 ))
DayOfMonth('DATE X'n) <= DayOfMonth(DatePart(Now())) ) )
RETURN 'VAUE X'n
ELSE 0

[Sam_SAS]

Great! Thanks for sharing your solution 🙂