Displaying history for 3 previous years

[Winz08]

Hi I am trying to accomplish something that seems basic but I cannot figured out how to do. Desperately need help!

I have an expense history that goes back 4 years. And a date table that includes month and year for all transactions. I have a slicer which selects 2018 and I am able to view my expenses in all the ways I want. I have figured out how to add a coloum to compare to the same period last year, but have not figured out how to create a coloum for each of the 2 previous years (2016 and 2015) so that I can compare data to all 3 previous years. Can anyone help?

[MFelix · Accepted solution]

Hi @Winz08,

Not really sure about your total setup but from your setup I'm assuming you have a expense table with lines for all the dates in the 4 years and a dates table that relates to the date in the expense table.

In this case the better way to do the calculation is not to add a column with all the years but a measure that calculates this.

CY = SUM(Expenses[Expense])

previous year = CALCULATE([CY];DATEADD(Dates_Table[Date];-1;YEAR))

previous 2 year = CALCULATE([CY];DATEADD(Dates_Table[Date];-2;YEAR))

previous 3 year = CALCULATE([CY];DATEADD(Dates_Table[Date];-3;YEAR))

Then add it to your visual

As you can see in the PBIX attach it get values even when you select the month filter.

Regards,

MFelix

[Winz08]

Thank you!!!