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bs1cad
Frequent Visitor

Compare data with previous period/last month

Hi There,

 

I currently have a date slicer as quite often we want to be able to look at data for specific set of dates, not just month or year. What I would like to do is create a measure that will look at the previous period to what is selected on the date slicer. So if the range 05/11/16 - 08/11/16 was selected, then the measure would calculate values between the date range 01/11/16 - 04/11/16. Is there also a way to compare with the same period last month, not just last year?

 

Thanks,

Chris

 

 

1 ACCEPTED SOLUTION
v-sihou-msft
Microsoft
Microsoft

@bs1cad

 

In DAX, to calculate the same period last month, you can just use DATEADD() to filter your context. Please refer to formula below:

 

same period last month = CALCULATE(SUM('Table'[Amount]),DATEADD('Table'[Date],-1,MONTH))

5.PNG

 

 

Regards,

View solution in original post

9 REPLIES 9
AshleyMartinez
Frequent Visitor

Also yo can use PARALLELPERIOD:

 

same period last month = CALCULATE(SUM('Table'[Amount]),PARALLELPERIOD('Table'[Date],-1,MONTH))

Works perfect to me. 

v-sihou-msft
Microsoft
Microsoft

@bs1cad

 

In DAX, to calculate the same period last month, you can just use DATEADD() to filter your context. Please refer to formula below:

 

same period last month = CALCULATE(SUM('Table'[Amount]),DATEADD('Table'[Date],-1,MONTH))

5.PNG

 

 

Regards,

View solution in original post

This works for me only if the dates are the dimensional row. If I apply a filter to show one month at a time with a different dimension as the row, none of these methods (DATEADD, PREVIOUSMONTH, PARALLELPERIOD) work. Any ideas?

KT_1701
Frequent Visitor

I am facing similar issue where without date dimension calculated previous period is not working properly. Any help and lead would be appreciated.

Hello,

 

Do you know if it would be possible to add the week interval to the DATEADD function?

 

Thanks,

 

Fernando

 

What do I do wrong?

Month field is like = Table[date_field].month

It doesn't work.

When I change -1 period for DATEADD to 1 I receive a correct picture with the incorrect numbers.

I tried to make the same as you but it didn't work.

1.jpg

nickchobotar
Continued Contributor
Continued Contributor

@Ustinovdl

 

DATEADD will work only with consecutive days. So, if that's not the case in your Zapros1[pay_day]  you will get wrong results back.

 

N -

I'm having the same problem. Anyone else come up with a solution/fix for this?

Not sure if this was still needed, but I needed and wished this answer was available.  You need to have (or what worked for me) a  continuous date table and create a relationship with your data's date to the continuous date.  Of course, if your data's date include time.  You will need to add a date only column to your data.  Once I did the above, the date formulas (built-in and mine) started to work correctly.

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