Create column for YTD in a dataset yes or no

Hello

I am trying to create a YTD (year to date) field that either uses a case or if/then statement returning yes/no or 1/0. I am not wanting a calculated field which is all I found when I searched. I am looking for a field I can drag into a pivot table or as a slicer I can use to filter. Any help would be appreciated. Thank you.