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Marcus352
Regular Visitor

Same Period Last Year for two field

Hi all,

I'm having trouble with the following.

With the Snapshot date being exactly one year apart, I want to compare 2020 data with 2019 intake year data.

As an example,
28,926 vs 24,320 

Marcus352_0-1665537190847.png

I am unable to construct a formula for it. Could someone please help?

 

Thanks,

Marcus

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

Could you share data in a format that can be pasted in an MS Excel file and also describe the question.  What is snapshot date?  Please also show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Sure. 

Snapshot date is the time the information was entered into our database.
Please refer to the table below for the excel format.

Snapshot Date2019Expected Result2020
31/12/2019     28,926               24,320     19,549
31/12/2020             -        24,320
17/06/2021             -                -  
5/08/2021             -                -  
31/12/2021             -                -  
17/06/2022             -                -  


What I need is the expected result column.

Please be aware that Snapshot date and Intake Year are two separate fields that originate from the same table.

amitchandak
Super User
Super User

@Marcus352 , Make sure you are using date table, Both Date and year are coming from Date in visual

 

Try meausres like

 

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

 

I appreciate your prompt response, Amit.
Snapshot dates and Intake year are 2 separate fields. They do indeed originate from the same table.
I tried using your formula, but the outcome is not what I wanted.
Please see the expected outcome. Thanks in advance.

 

Snapshot Date2019Expected Result2020
31/12/2019     28,926               24,320     19,549
31/12/2020             -        24,320
17/06/2021             -                -  
5/08/2021             -                -  
31/12/2021             -                -  
17/06/2022             -                -  

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