MTD - Same Period Last Year with Missing Dates

[ChumaAmako]

Hi All,

I need to create a measure to calculate the MTD Sales for the same period last year based on the latest daily sales report saved in the sales table. 

I have 2 tables, one a daily sales table and a calendar table for this. Please find HERE a sample PowerBI file if needed

I have written the measure: 

SPLY MTD for LastReportDate = CALCULATE([Total Sales],DATESMTD(DATEADD(LASTDATE('Daily Sales'[Date]),-1,YEAR)),ALLEXCEPT('Daily Sales','Daily Sales'[Date]))

This works beautifully until I have a date (e.g. 24 March 2020) which will fall on a non-working day in the previous year.

The correct outcome from the measure for SPLY MTD as at 24 Mar 2020 should be 73,201

Thanks for your help 🙂

@v-ljerr-msft @Ashish_Mathur 

[007Raj]

Thanks for quick response

What I was looking for is

Without any date selection via filter in the report

want MTD Last Year sales, i.e., today I have sales of current month from 1st Mar to 6th Mar 2024 in Current Year MTD sales but no date is selected (below dax).

Now I want MTD Last Year sales for same dates 1st Mar to 6th Mar 2023 ( below dax

MTD_LY_Sales_DSR) but in this going back 365 days is not correct way to do it.  so needed assistance on getting ly sales without date selection in the report....automatically for the current month it should last year too 

MTD_Sales_DSR =

VAR _todaymonthstart =

    EOMONTH ( TODAY (), -1 ) + 1

VAR _todaymonthend =

    EOMONTH ( TODAY (), 0 )

RETURN

    IF (

        HASONEVALUE ( DimDate[Monthnumber] ) && HASONEVALUE ( DimDate[Year] ),

        TOTALMTD (

            [Total Sales],

            DimDate[Date]

        ),

        CALCULATE (

            [Total Sales],

            FILTER (

                ALL ( DimDate ),

                DimDate[Date] >= _todaymonthstart

                    && DimDate[Date] <= _todaymonthend

            )

        )

    )

MTD_LY_Sales_DSR =

VAR _todaymonthstart =

    EOMONTH ( TODAY (), -13 ) + 1   -- Go back 13 months to the same month last year

VAR _yesterday =

    TODAY () - 365   -- Adjust to the same day last year

VAR _Result =

    IF (

        HASONEVALUE ( DimDate[Monthnumber] ) && HASONEVALUE ( DimDate[Year] ),

        TOTALMTD (

            CALCULATE(

                [Total Sales],

                SAMEPERIODLASTYEAR(DimDate[Date])  -- Adjust to fetch same period last year

            ),

            DimDate[Date]

        ),

        CALCULATE (

            CALCULATE(

                [Total Sales],

                SAMEPERIODLASTYEAR(DimDate[Date])  -- Adjust to fetch same period last year

            ),

            FILTER (

                ALL ( DimDate ),

                DimDate[Date] >= _todaymonthstart

                    && DimDate[Date] <= _yesterday

            )

        )

    )

RETURN

_Result

[Ashish_Mathur]

Sharing a measure will not help.  Share some data to work with and show the expected result.

[007Raj]

Hi Ashish
 
For instance, I have sales and last year sales in front of dates like below and I want to calculate same period last year sales without date selection for stores/brands, etc without date column and date picker inside the report....

Date	Total Sales	MTD_LY Sales
01-Mar-24	80029	67028
02-Mar-24	116384	145154
03-Mar-24	75338	227393
04-Mar-24	77774	326290
05-Mar-24	54493	389099
06-Mar-24	67590	467828
07-Mar-24	97445	570431

Outpout needed (without date column and date picker inside the report)

LOCATION	MTD_LY Sales	MTD_LY_Sales_DSR
Store1	1014	1013.5
Store2	117686	117686
Store3	9588	9588.35
Store4	8106	8106
Store5	24164	24164
Store6	24477	24476.851
Store7	1056	1056
Store8	161	160.65

[Ashish_Mathur]

Hi,

I cannot understand your question at all.  Without selecting a date/month, how does one calculate MTD?

[007Raj]

as of today automatically it should calculate - MTD, i.e., if its 9th Mar 2024, (TODAY(), then measure automactically calculate MTD sales, i.e., 1st to 9th Mar, 2024 (Current year) and 1st Mar to 9th Mar 2023 (Previous year)

similarly for YTD also I need same calculation.

Hope its clear now.

[Ashish_Mathur]

Hi,

Share the download link of the PBI file.

[amitchandak]

@ChumaAmako 

For time intelligence-related stuff you should use a date calendar, you date from the calendar

Example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))


last QTR same Month (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,Qtr))))


MTD (Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date])))
MTD (Last Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31")))

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 :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[v-gizhi-msft]

Hi,

Please take following steps:

1)Delete the relationship between them:

2)Create a calculated column in 'Daily Sales' table:

Year&Month = FORMAT('Daily Sales'[Date],"YYYY-MMM")

3)Try this measure:

Measure = 
VAR a =
    SELECTEDVALUE ( 'Calendar'[Date] )
RETURN
    SUMX (
        GROUPBY ( 'Daily Sales', 'Daily Sales'[Date], 'Daily Sales'[Year&Month] ),
        CALCULATE (
            IF (
                MAX ( 'Daily Sales'[Date] )
                    >= DATE ( YEAR ( a ) - 1, MONTH ( a ), 1 )
                    && MAX ( 'Daily Sales'[Date] )
                        <= DATE ( YEAR ( a ) - 1, MONTH ( a ), DAY ( a ) ),
                CALCULATE (
                    SUM ( 'Daily Sales'[Sales] ),
                    FILTER (
                        'Daily Sales',
                        [Date] <= MAX ( 'Daily Sales'[Date] )
                            && [Year&Month] IN FILTERS ( 'Daily Sales'[Year&Month] )
                    )
                ),
                0
            )
        )
    )

4)Choose this measure as a card visual, 'Calendar'[Date] as a slicer.

   When select March 24 in slicer, the result shows:

Here is the test pbix file:

pbix 

Hope this helps.

Best Regards,

Giotto Zhi

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[007Raj]

I am not unable see the PBIX file in the link

[Ashish_Mathur]

I do not have the file.  Describe the question, share data in a format that can be pasted in an MS Excel file and show the expected result.