cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Reigning_data Frequent Visitor
Frequent Visitor

Comparing Current and Previous Moving Annual Total (MAT)

Hello All,

 

Context: I am trying to compare the Current MAT with Previous MAT by month. The idea being that I would have a bar, or line, graph, showing 'current MAT' as of Aug 2018 compared to 'Previous MAT' as of Aug 2017.

 

So Far: I've been fiddling with a couple of different MAT formulae.

 

MAT Current Year = 
CALCULATE (
    [Total Value],
    FILTER (
        ALL ( 'Calendar'),
        'Calendar'[Sequential Day Number] > MAX ( 'Calendar'[Sequential Day Number] ) - 365
             && 'Calendar'[Sequential Day Number] <= MAX ( 'Calendar'[Sequential Day Number] )
    )
)

And.

MAT Current Year V2 = 
CALCULATE (
    SUMX(
        FILTER( 'table1','table1'[sales]),
        [Total Value]
    ),
    DATESINPERIOD(
        'Calendar'[Date],LASTDATE ( 'Calendar'[Date]),
        -12,
        MONTH
    )
)

These are doing exactly what they are supposed to - calculate the MAT each month.

 

Problem: So, how do I go about displaying a 'previous MAT' side-by-side with the current? At first I tried the date criteria to be 'a year earlier' like so:

 

MAT Previous Year = 
 
CALCULATE (
    [Total Value],
    FILTER (
        ALL ( 'Calendar'),
        'Calendar'[Sequential Day Number] > MAX( 'Calendar'[Sequential Day Number] ) - 730
             && 'Calendar'[Sequential Day Number] <= MAX ( 'Calendar'[Sequential Day Number] ) - 365 )
)

But it does not come out with the desired results:

 

Capture1.PNGBy YearCapture2.PNGBy Month

 

Is this an issue with formula or an issue with how I am displaying it?

 

Many thanks in advance!

1 REPLY 1
Community Support Team
Community Support Team

Re: Comparing Current and Previous Moving Annual Total (MAT)

Hi @Reigning_data,

 

You should add [dates] from calendar table into chart X-axis. Besides, please use SAMEPERIODLASTYEAR to calculate MAT in previous year.

 

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.