ROLL FORWARD TO NEXT YEAR

[madhurmalhotra]

[amitchandak]

@madhurmalhotra , this will give you trailing year data

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Looking ay you need, you might union your results

[madhurmalhotra]

Hi @amitchandak ,

There is a second screenshot ,below the first one.

Can you please suggest a solution for the second ss.

Thanks a lot for the first one!

[v-kelly-msft · Accepted solution]

Hi @madhurmalhotra ,

First create 2 calculated columns as below:

Year = YEAR('Table'[Date])

_diff = 
var _minyear=MINX(FILTER(ALL('Table'),'Table'[Entity ]=EARLIER('Table'[Entity ])),'Table'[Year])
Return
'Table'[Year]-_minyear

Then create a measure as below:

Measure = 
var _a= SUMX(FILTER(ALL('Table'),'Table'[Entity ]=MAX('Table'[Entity ])&&'Table'[Year]<=MAX('Table'[Year])),'Table'[Profit])
var _minyear=MINX(FILTER(ALL('Table'),'Table'[Entity ]=MAX('Table'[Entity ])),'Table'[Year])
Return
IF(MAX('Table'[_diff])<=1,_a,IF(MAX('Table'[_diff])>=2,SWITCH(MAX('Table'[_diff]),2,_a+CALCULATE(MAX('Table'[Profit]),FILTER(ALL('Table'),'Table'[Entity ]=MAX('Table'[Entity ])&&'Table'[Year]=_minyear)),3,_a+CALCULATE(MAX('Table'[Profit]),FILTER(ALL('Table'),'Table'[Entity ]=MAX('Table'[Entity ])&&'Table'[Year]=_minyear))*3+CALCULATE(MAX('Table'[Profit]),FILTER(ALL('Table'),'Table'[Entity ]=MAX('Table'[Entity ])&&'Table'[Year]=_minyear+1))
)))

Finally you will see:

For the related .pbix file,pls click here.

Best Regards,
Kelly

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