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sdionne Frequent Visitor
Frequent Visitor

Compare sales

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.

 

Capture.JPG

Thanks

sdionne

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Compare sales

Hi,

 

Try this

 

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

 

Hope this helps.

8 REPLIES 8
Super User
Super User

Re: Compare sales

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]))

To learn more about DAX visit : aka.ms/practicalDAX

Proud to be a Datanaut!

sdionne Frequent Visitor
Frequent Visitor

Re: Compare sales

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

 

 

Super User
Super User

Re: Compare sales

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 Frequent Visitor
Frequent Visitor

Re: Compare sales

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:

 

Capture2.JPG

And what I want:

Capture3.JPG

 

Thanks

Sylvain

 

Super User
Super User

Re: Compare sales

Hi,

 

Try this

 

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

 

Hope this helps.

Community Support Team
Community Support Team

Re: Compare sales

Hi @sdionne,

 

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

 

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.
sdionne Frequent Visitor
Frequent Visitor

Re: Compare sales

Thanks!

Sylvain

Super User
Super User

Re: Compare sales

You are welcome.