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Anonymous
Not applicable

Calculate Total Amount based on Month

Hello,
I have a situation where I have two Slicers on my report 
1. Year
2. Month

On my report I need to calculate Total Amount based on my Slicers Value Year and Month for :
1. Amount Last Year for Current Month
2. Amount Last Year from January to Slicer Month value
3. Amount Current Year for Current Month
4. Amount Current Year From January to Current Month

My problem is I'm not able to calculate 
Amount Last Year from January to Slicer Month value

Measure to calculate Total for Last Year is below :

[Year -1] = CALCULATE(
SUM(Bookings[Price]),
SAMEPERIODLASTYEAR(DimDate[Date])
)

This is what I have tried for to calculate Amount Last Year from January to Slicer Month value

Value Year -1 to Date =
CALCULATE(
[Year -1],
ALL(DimDate[Date]),
FILTER(DimDate,MONTH(DimDate[Date]>=1 && MONTH(DimDate[Date]<=2))
))

but not working.

Any help or advice about how to calculate Amount Last Year from January to Slicer Month value
1 ACCEPTED SOLUTION
v-cherch-msft
Employee
Employee

Hi @Anonymous 

You may refer to below measures.Attached sample file for your reference.

Amount Last Year for Current Month =
CALCULATE ( SUM ( Table1[Amount] ), SAMEPERIODLASTYEAR ( DimDate[Date] ) )
Amount Current Year From January to Current Month = 
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER (
        ALL ( DimDate ),
        YEAR ( DimDate[Date] ) = YEAR ( MAX ( DimDate[Date] ) )
            && MONTH ( DimDate[Date] ) <= MONTH ( MAX ( DimDate[Date] ) )
    )
)
Amount Last Year from January to Slicer Month value = 
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER (
        ALL ( DimDate ),
        YEAR ( DimDate[Date] )
            = YEAR ( MAX ( DimDate[Date] ) ) - 1
            && MONTH ( DimDate[Date] ) <= MONTH ( MAX ( DimDate[Date] ) )
    )
)

Regards,

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

View solution in original post

2 REPLIES 2
v-cherch-msft
Employee
Employee

Hi @Anonymous 

You may refer to below measures.Attached sample file for your reference.

Amount Last Year for Current Month =
CALCULATE ( SUM ( Table1[Amount] ), SAMEPERIODLASTYEAR ( DimDate[Date] ) )
Amount Current Year From January to Current Month = 
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER (
        ALL ( DimDate ),
        YEAR ( DimDate[Date] ) = YEAR ( MAX ( DimDate[Date] ) )
            && MONTH ( DimDate[Date] ) <= MONTH ( MAX ( DimDate[Date] ) )
    )
)
Amount Last Year from January to Slicer Month value = 
CALCULATE (
    SUM ( Table1[Amount] ),
    FILTER (
        ALL ( DimDate ),
        YEAR ( DimDate[Date] )
            = YEAR ( MAX ( DimDate[Date] ) ) - 1
            && MONTH ( DimDate[Date] ) <= MONTH ( MAX ( DimDate[Date] ) )
    )
)

Regards,

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Greg_Deckler
Super User
Super User

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...


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