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jcooksnappy1 Frequent Visitor
Frequent Visitor

Prior Period Comparative Dynamic Date Range

Dear PowerBI Community,

 

I have a very simple table which includes UNITS, and REVENUE but have applied a date range filter to the data. 

 

I would like to add a supplementary column to the table which takes into account the prior periods date. 

 

For example, if the date range is 1st Oct 17 - 30th Oct 18, then the prior period comparative would be 1st Oct 16 - 30th Oct 2017, so the year before. If the date range is shorten the range would alter accodingly.

 

I have a simple DATE table which shows Date, Month, and Year.

 

I have attempted a number of SAMEPERIODLASTYEAR, DATEADD but had little success.

 

Any help would be appreciated.

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rafaelmpsantos Established Member
Established Member

Re: Prior Period Comparative Dynamic Date Range

Lets try this way


Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),DATEADD(Dates[Date],-1,YEAR))

4 REPLIES 4
rafaelmpsantos Established Member
Established Member

Re: Prior Period Comparative Dynamic Date Range

Can you send a data example? 

jcooksnappy1 Frequent Visitor
Frequent Visitor

Re: Prior Period Comparative Dynamic Date Range

Dear Rafael - thanks for a reponse. Apologies I should have addedd sample data to the original post.

 

There are two tables - ''Dates'', and ''Revenue'' and the only relationship is the link between invoiced_date on the revenue table, and Date on the DATES table. An example of the content of each can be seen in the first screen grab.

 

When I toggle on a certain date range I would like the ''PRIOR YEAR REVENUE'' column to populate with the priod year date.

 

The second screenshot shows a date filter of 1/09/2017 to 30/09/2018 and the revenue for this period is 5,355,336, and I'm struggling to write a DAX formula to populate the PRIOR YEAR REVENUE column (which would be for he period 01/09/16 to 30/09/17). Screen grab 3 shows that the revenue for this period is 4,851,931 and this is the figure I would like to populate.

 

Currently the DAX formula being used is Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),FILTER(Dates,Dates[Date] <= MAX(Revenue[invoiced_date])-364)) which is not giving the desired response. 

 

Any suggestions?

Capture1.JPGCapture3.JPGCapture4.JPG

 

 

 

 

 

Highlighted
rafaelmpsantos Established Member
Established Member

Re: Prior Period Comparative Dynamic Date Range

Lets try this way


Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),DATEADD(Dates[Date],-1,YEAR))

jcooksnappy1 Frequent Visitor
Frequent Visitor

Re: Prior Period Comparative Dynamic Date Range

Thanks Rafael, I seemed to be going round in circles. Appreciate your help - TY!