Compare sales

[sdionne]

Hi, in one table I have all sales, I can compare sales from selected year and previous year, my problem is with actual year, I want to summerize previous year sales only to the same date as today but last year:

In this example I want sales last year until november, and when I will have december sales, I wants only too last year december sales.

Thanks

sdionne

[Phil_Seamark]

Hi @sdionne

What formula are you using for your measures?

I had some success with the following:

Ventes Total YTD = TOTALYTD(SUM('Sales'[Ventes]),'Dates'[Date])

Ventes Total Annee Pre YTD = TOTALYTD(SUM('Sales'[Ventes]),SAMEPERIODLASTYEAR('Dates'[Date]))

[sdionne]

Hi Phil, I tested yoyr formulas and it's not working for me.

My formulas are:

Ventes Total YTD = CALCULATE(Ventes[Ventes];DATESYTD(Calendrier[Date];"30/09"))

Ventes Total Année Précédente YTD = CALCULATE(Ventes[Ventes Année Précédente];DATESYTD(Calendrier[Date];"30/09"))

Please note I calculate according to fiscal year from oct. to sept.

Thanks

Sylvain

[Ashish_Mathur]

Hi,

You are missing the SUM function.  Try this

=CALCULATE(SUM(Ventes[Ventes]);DATESYTD(Calendrier[Date];"30/09"))

Also, ensure that in your visual, you draf Year/months/days from the Calendar table.

[sdionne]

Hi, it was not clear but Ventes[Ventes] is measure and is already a sum.

And the Date is in the view

Again this is what I have:

And what I want:

Thanks

Sylvain

[v-yulgu-msft]

Hi @sdionne,

Please make sure that you dragged [Date] field from calendar table, rather than your source table 'Ventes'.

Regards,

Yuliana Gu

[Ashish_Mathur · Accepted solution]

Hi,

Try this

=IF(ISBLANK(Ventes[Ventes]),BLANK(),CALCULATE(Ventes[Ventes];DATESYTD(Calendrier[Date];"30/09"))

Hope this helps.

[sdionne]

Thanks!

Sylvain

[Ashish_Mathur]

You are welcome.