There are multiple date functions you can use to calculate YTD and MTD values across years:
MAKEDATE, DATEADD, and DATEDIFF.

There are two methods to display YTD and MTD values across years:
YTD/MTD Calculation Filters, and YTD/MTD Calculated measures.

Each variation of functions and methods has its pros and cons, so it is not always clear if one variation is better or worse than another.

Related Pages

The following sections will review the various functions and methods in action.