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Paulompm Frequent Visitor
Frequent Visitor

Bring data from a specific month to a matrix

Hello guys

 

I have an matrix that informs the following information:

 

ProductCurrent salesLast year salesPrevious year total sales
Product 1                    200,00                               50,00                                                            1.000,00
Product 2                    100,00                               60,00                                                            2.000,00
Product 3                      20,00                               40,00                                                            3.000,00
Product 4                      50,00                               50,00                                                            4.000,00
Product 5                    100,00                             100,00                                                            5.000,00
Product 6                      40,00                               40,00                                                            5.000,00
Product 7                      50,00                               50,00                                                                200,00

 

 

Current sales: Is the sum of the sales in the passed days in the current month till yesterday.

 

Last year sales: It's pretty much the same thing of current sales but in the last year.

 

E.g.: Today is day 9. So I need sales from day 1 to day 8 of this year and the previous year.

 

Previous year total sales: Total sales for the same month in the previous year E.g.:

It's May/17. Then the matrix shows the sales of whole May/16.

 

I have 2 report level filters: Month and year.

I tried to make last year sales with dax formulas but I did not succeed. Is there a dax formula that does this?

 

I have two tables: the classic calendar and the other is salestable.

 

connections:

 

calendar 1 - * salestable

 

thanks

 

4 REPLIES 4
scottsen Senior Member
Senior Member

Re: Bring data from a specific month to a matrix

Something like this should work:

 

Current Sales := SUM(SalesTable[Sales])

Current Sales MTD := CALCULATE([Current Sales], DATESMTD(Calendar[Date]))

Current Sales MTD - PY := CALCULATE([Current Sales], DATEADD(DATESMTD(Calendar[Date]), -1, YEAR)))

 

Paulompm Frequent Visitor
Frequent Visitor

Re: Bring data from a specific month to a matrix

unfortunately current Sales MTD Is reporting the full-month sale of May not only the MTD. This information is also good but I also need to know the MTD of May last year.

scottsen Senior Member
Senior Member

Re: Bring data from a specific month to a matrix

Would it be acceptable to adjust your calendar table to STOP on the last day you have sales?  Then, I think you would get what you want?

Microsoft v-yulgu-msft
Microsoft

Re: Bring data from a specific month to a matrix

Hi @Paulompm,

 

I have found a similar thread, please refer to the solution to check whether it applies to your scenario.

Compare MTD with previous period

 

Regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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