I've made a table and I've added some fields to calculate total sales per month and Month over month compare, see image below.
I've used these formulas:
Total Sales = SUM(ProjectPostTransViews[TotalSalesAmount])
Total Sales vorige maand = CALCULATE(ProjectPostTransViews[Total Sales]; PARALLELPERIOD('Calendar'[Date]; -1; MONTH))
Total Sales vorige maand2 = CALCULATE(ProjectPostTransViews[Total Sales]; PREVIOUSMONTH('Calendar'[Date]))
Total Sales vorige maand3 = CALCULATE(ProjectPostTransViews[Total Sales]; DATEADD('Calendar'[Date]; -1; MONTH))
Calendar table = Calendar = CALENDAR (DATE (2016; 01; 01); DATE (2025; 12; 31))
I've treied the 3 formulas to see if, in some case, the outcome is different. It's not. But that's not the problem. My problem is that the values for all 3 'last month' formulas are the same as the total sales value for that month.
What am I doing wrong?
Solved! Go to Solution.
It looks like it's the TRansactionDate in your ProjectPostTransViews as it's a datetime field with a time of 12:00:00 midday. So when you link the Calendar table to it it will return no values as these are just the date that will assume midnight.
Create a new column in the ProjectPostTransViews table like;
TransactionDateOnly = date(year(ProjectPostTransViews[TransactionDate]),month(ProjectPostTransViews[TransactionDate]),DAY(ProjectPostTransViews[TransactionDate]))
then join on that.
And you will need to change what you grouping by in your matrix. So either create a new column on Calendar that is "maand nummer" or group by Jaar and Maand from Calendar.
Can you share a dummy pbix file?
Did you create proper relationships?
@abhi9255 That's what I did, see the yellow bar with the corresponding error.
Currently, I'm checking my relationships between the tabels but I can't find something.
I wonder if you can share the file. You can keep the minimal size of the file that can show us the issue. You also can use a dummy file. Anyway, please keep your private data safe.
In case someone had some time to check my .pbix, do you have any solution? I think it has something to do with the date table but I can't find the problem.