YTD and MTD across years
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.
Tableau help links
Creating Year To Date and Month To Date Calculations | Tableau Software
Creating Year To Date and Month To Date Calculations | Tableau Software
Related Pages
The following sections will review the various functions and methods in action.