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shelbsassy
Resolver I
Resolver I

How to exclude starting month from a previous month calculation

My end goal is to try and get the percentage difference between month in claims $.  I finally figured out how to get the Previous Month in my calculated table but I am not sure how to tell it for the January values it should be blank. Can anyone assist?

Thanks in advance.Untitled.png

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Highly recommend you work on "measures" instead of "calculated columns".

 

Total Paid := SUM('Table'[Paid])

Total Paid - PM := CALCULATE([Total Paid], PREVIOUSMONTH(Dates[Date]))

Paid Growth := DIVIDE([Total Paid] - [Total Paid - PM], [Total Paid - PM])

 

In this way, your calculations will work, even if you start slicing on month groups, carrier groups, geography, etc.

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Highly recommend you work on "measures" instead of "calculated columns".

 

Total Paid := SUM('Table'[Paid])

Total Paid - PM := CALCULATE([Total Paid], PREVIOUSMONTH(Dates[Date]))

Paid Growth := DIVIDE([Total Paid] - [Total Paid - PM], [Total Paid - PM])

 

In this way, your calculations will work, even if you start slicing on month groups, carrier groups, geography, etc.

Thank you so much!  Seems I really was trying to make things hard on myself!  Worked perfectly!

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