Date Calculations are super tricky for me, so my best advice is to create a table and view your calculations as you go.
Before anything, you need to make a date parameter.
I set mine as a range to start and stop according to the min and max dates in our order date field.
Now let's start with current year(CY) vs previous year(PY) profit calculations
This just means the sum of profit for the current year vs the sum of profit for the previous year.
First make a simple table of all the years and the corresponding profit for that year.
Now making the CY calc
This is saying if the year as an integer of order date is equal to the year as an integer of the parameter, then return the profit.
Drag this onto your table.
For PY calc
This works because the YEAR function returns the year as an integer, so minus -1 will give the previous year.
As you can see, the table also helps to fact check your calculation.
Year to Date (YTD) vs Previous Year to Date (PYTD)
For this one I like to set up table like so
YTD Calc:
This means if the full date of order date is less than or equal to parameter and if the year of order date is equal to the year of the parameter, then return profit.
The result:
The date parameter is set to 22/06/2025, so the profit was returned from the first of January to the 22nd of June 2025.
PYTD Calc
The reason why I have used a Dateadd function is because we want to maintain the date format for the previous year so we want 22/06/2024.
The result:
Rolling 12 Months vs Previous Rolling 12 Months
Starting with the usual table set up:
Rolling 12 Months Calc
This means if the full date of Order date is less than or equal to the date parameter, and if the full date of order date is greater than the date of the date parameter, minus 12 months.
So all the dates from the 23/06/2024 until the 22/06/2025
The results:
Previous Rolling 12 Months Calc
Basically the same calc but from the previous year and the minus 24 months.
The result:
These are the foundational calculations to the other date calculations. Use these as the base and just swap the date parts like month, day etc.