# Year to Date (YTD) from Previous Year and Fiscal Year

Version 3

Description:

While there is a Year to Date option in a Relative Filter for a date, there is no Year to Date from the previous year. The following formulas use the current Day/Month/Year to determine whether a date falls into the prior year, ignoring February 29.

Example Calculation:

//YTD for previous year

//replace [Date] with your desired date, returns True if the date is in the YTD from the previous year

//presumes that there is no data that is future dated

YEAR([Date]) == YEAR(TODAY())-1 AND (MONTH([Date]) < MONTH(TODAY()) OR (MONTH([Date]) == MONTH(TODAY()) AND DAY([Date]) <= DAY(TODAY())))

Also, here's an alternative calc that can be used for the YTD for the prior year and current year

//YTD for previous year and current year

//replace [Date] with your desired date, returns True if the date is in the YTD previous or current

//presumes that there is no data that is future dated

YEAR([Date]) >= YEAR(TODAY())-1 AND (MONTH([Date]) < MONTH(TODAY()) OR (MONTH([Date]) == MONTH(TODAY()) AND DAY([Date]) <= DAY(TODAY())))

In the case that the fiscal year does not match the calendar year, we first need to be able to identify the fiscal year of any given year. Here's a basic calc:

//Fiscal year starting 10/1 (US Federal)

//Change the 3 to however many months are in the year for forward fiscal years,

// e.g. 6 for FY2014 beginning 2013-07-01

Now for calc that can will return True if the date is in the current fiscal year:

//Replace [Date] with your desired date

//The DATEADD of 3 months is for a forward fiscal year starting 1 October, like the US Federal fiscal year

AND [Date] <= TODAY()

And a calc that returns true if the date falls into the prior fiscal year YTD:

And finally, a calc that returns true if the date falls into the current or prior fiscal year YTD: