MTD and YTD of Sales SQL - sql-server-2014

Question

I have a table called Sales_History
What I need to be able to do is populate a YTD and a MTD for certain sales peoples.
Fields i have to play with are :
Salesperson_Invoiced (needs to be grouped by)
NetNet_Revenue_Func (need MTD and YTD figure)
GM_Func_Net (need MTD and YTD figure)
some other fields ive used in a where clause
my first atempt was this :
Select t.Salesperson_Invoiced,
Sum(y.NetNet_Revenue_Func) YTD_REV,
Sum(m.NetNet_Revenue_Func) MTD_REV
From Sales_History t
join Sales_History y
on y.Salesperson_Invoiced = t.Salesperson_Invoiced
and datediff(year, y.TranDate, t.TranDate) = 0
and y.TranDate <= t.TranDate
join Sales_History m
on m.Salesperson_Invoiced = t.Salesperson_Invoiced
and datediff(month, m.TranDate, t.TranDate) = 0
and m.TranDate <= t.TranDate
where t.PG1 = 'Lighting' and t.Office = 'AU' and t.Year = '2021'
Group by t.Salesperson_Invoiced, t.TranDate
but this did not give me what i wanted :(
Want i want to see is something like :
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| Salesperson_Invoiced | NetNet_Revenue_Func MTD | NetNet_Revenue_Func YTD | GM_Func_Net MTD | GM_Func_Net YTD |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| James | 500 | 600 | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| John | 600 | 700 | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| Peter | 700 | 800 | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| Harry | 800 | 900 | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
| Potter | 900 | 1000 | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+
I know the code above only has NetNet_Revenue_Func thought i would get one workign first before adding the other.
If anyone can please let me know what im doing wrong or tell me if im going about this all wrong that would be great ! :)
Hello All,
I have re worked the code a little to the following thanks to Squirel
Would this be the best possible way to do what i'm doing :)?
Select t.Salesperson_Invoiced,
SUM (Case When t.Year = Year(getdate()) Then t.NetNet_Revenue_Func End) YTD_REV,
Sum(Case When month(t.TranDate) = Month(getdate()) Then t.NetNet_Revenue_Func
End) MTD_REV
From Sales_History t
Where t.PG1 = 'Lighting'
And t.Office = 'AU'
And t.Year = Year(getdate())
Group By t.Salesperson_Invoiced
Update -
Here is a working SQL
Select t.Salesperson_Invoiced,
Sum(Case When month(t.TranDate) = Month(getdate()) Then t.NetNet_Revenue_Func End) MTD_REV,
Sum(Case When month(t.TranDate) = Month(getdate()) Then t.GM_Func_Net End) MTD_GM,
SUM (Case When t.Year = Year(getdate()) Then t.NetNet_Revenue_Func End) YTD_REV,
SUM (Case When t.Year = Year(getdate()) Then t.GM_Func_Net End) YTD_GM
From Sales_History t
Where t.PG1 = 'Lighting'
And t.Office = 'AU'
And t.Year = Year(getdate())
Group By t.Salesperson_Invoiced
Is it possible for me to add the follow
is it possible for me to add the following
SELECT Salesperson_1,sum(Value_Func) as BO_AUD
FROM Datawarehouse.dbo.Open_Orders
where Office = 'AU' and PG1 = 'Lighting'
group by Salesperson_1
so I can have it look like this ?
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| Salesperson_Invoiced | NetNet_Revenue_Func MTD | NetNet_Revenue_Func YTD | GM_Func_Net MTD | GM_Func_Net YTD | BO_AUD |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| James | 500 | 100 | | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| John | 600 | 200 | | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| Peter | 700 | 300 | | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| Harry | 800 | 400 | | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+
| Potter | 900 | 1 | | | |
+----------------------+-------------------------+-------------------------+-----------------+-----------------+--------+

Answer 1

If I understand correctly your requirement, you can simplified your query to below.
You don't need to JOIN the Sales_History multiple times. You can use CASE expression to perform the conditional SUM() to get the MTD value. Assuming by MTD you mean current month
Select t.Salesperson_Invoiced,
Sum(t.NetNet_Revenue_Func) YTD_REV,
Sum(Case When month(t.TransDate) = Month(getdate())
Then t.NetNet_Revenue_Func
End) MTD_REV
From Sales_History t
Where t.PG1 = 'Lighting'
And t.Office = 'AU'
And t.Year = 2021
Group By t.Salesperson_Invoiced
For YTD calculation, you can use below expression.
SUM (Case When t.Year = Year(getdate())
Then t.NetNet_Revenue_Func
End) YTD_REV
Since you have the Year column in the table, I am using that. Else you can also do
SUM (Case When Year(t.TransDate) = Year(getdate())
Then t.NetNet_Revenue_Func
End) YTD_REV
Anyway, for performance reason, you should also filtered the required period in the WHERE like what you are doing now with t.Year = 2021
EDIT : Also fixed the table alias typo error in earlier query.
Note : Your Year column in the table should be int right ? So you don't need to use single quote on the year And t.Year = 2021