To calculate YTD you can use below formula
IF [Order Date]>= DATETRUNC('year',TODAY()) then 1 else 0 END
To get the year up to the end of the last full month, using today's date, you just need to do:
Month([Date]} < Month(today())
Which will give you all months up to the current month.
For the year it's easier to drag the date into the filter and use a relative filter on the the last 2 years than create a calculation for it.