YTD Comparisons

Thank you @cameron.bumstead for sharing the details. @Neeraj and @ErikG have pretty much shared the relevant details with you. If you are looking for exact calculation then you should probably try something like this :

  1. Create a Calculated field for the Prior year values. In my example I used :
    periodOverPeriodLastValue(sum(Sales),{Order Date},MONTH,12)
  2. Project that field in the table. Now you should be able to see that the Sales information of the current year and prior year are coming side by side against a given month.
  3. Transpose the table to get the required view that you have shared. Hope this helps!

Did my suggestion help you in resolving your query? If yes, would request you to mark the post as “Solution”. This will help the community to find guidance and answers to similar question. Thank you!