Compare same quarter last year

[johnmelbourne]

I have data at different granularity level and want to compare quarter on quarter.

2019 is in quarter format and has a date of 30/6, 30/8 etc.

2020 is monthly.

I have attached the pbix here: https://drive.google.com/file/d/1CuUzMfmgL7YQU6B5puTx_q0aVy287puk/view?usp=sharing

The erroring measure is the issue. I think I have the current (max) year measure correct.

Quarter value (CY) =

CALCULATE (

// Calculate

[QTR (sum value)],

// the sum of all values in the Val column of the Data table

FILTER (

'Calendar',

'Calendar'[Year] = [Max Year]

))

Measure 1 error code:

Measure 1 =

CALCULATE (

// Calculate

[QTR (sum value)],

// the sum of all values in the Val column of the Data table

FILTER (

'Calendar', 'Calendar'[Year]),

'Calendar'[Year] = [Max Year - 1]

)

Any assistance greatly appreciated

[amitchandak · Accepted solution]

@johnmelbourne , In case you have a date. You can use time intelligence with date table

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Last complete QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))
Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))
Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER(dateadd('Date'[Date],-1,Year))))

If you do not have a date, the create a qtr table and use Rank on the qtr  start date or YYYYQ , for a solution like below

Columns

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"4/30"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH)
Qtr Month No = DATEDIFF('Date'[Qtr Start Date],'Date'[Date],MONTH)+1Qtr Rank = RANKX(all('Date'),'Date'[Qtr Start date],,ASC,Dense)

Measures
This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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Appreciate your Kudos.

[johnmelbourne]

Thnak you so much. They are patterns I will be re-using over and over!

John