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gary_connolly Frequent Visitor
Frequent Visitor

SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

 

I am trying to create a bar chart with sum fact this year versus sum fact for the same period last year, based on a filter date range set by the user. 

 

I was able to get it working using a separate measures table with calculated aggregations, but this meant that the user couldn't filter on any other facts in the data table, without breaking the measures table.

 

I have taken the calculated measures back into the data table, and am using a contiguous date table. Essentially the table below gives me the data I want for my chart from July 2016 to June 2017; but I can only get it here using the ALLEXCEPT feature, which gives me all periods, not the ones the user has filtered for.

 

Total Cost LY = CALCULATE( [Total Cost], SAMEPERIODLASTYEAR('Dates Table'[Calendar Date].[Date]),ALLEXCEPT('Dates Table','Dates Table'[Calendar Date]))

 

 

 

PowerBI Sameperiod.JPG

2 ACCEPTED SOLUTIONS

Accepted Solutions
Highlighted
Super User
Super User

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

HI @gary_connolly,

 

have you tried to have the ALLSELECTED something like this:

Total Cost LY =
CALCULATE (
    [Total Cost],
    SAMEPERIODLASTYEAR ( 'Dates Table'[Calendar Date].[Date] ),
    ALLSELECTED ( 'Dates Table'[Calendar Date] )
)

 

Or then use the DATEADD function:

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( ALLSELECTED ( 'Dates Table'[Calendar Date] )-1YEAR )
)

 

 

Regards,

MFelix

 

 



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Super User
Super User

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

Hi @gary_connolly,

 

Why don't you try to use this formula:

 

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( 'Dates Table'[Calendar Date], -1, Year)
)

Regards

MFelix



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!




4 REPLIES 4
Highlighted
Super User
Super User

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

HI @gary_connolly,

 

have you tried to have the ALLSELECTED something like this:

Total Cost LY =
CALCULATE (
    [Total Cost],
    SAMEPERIODLASTYEAR ( 'Dates Table'[Calendar Date].[Date] ),
    ALLSELECTED ( 'Dates Table'[Calendar Date] )
)

 

Or then use the DATEADD function:

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( ALLSELECTED ( 'Dates Table'[Calendar Date] )-1YEAR )
)

 

 

Regards,

MFelix

 

 



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!




gary_connolly Frequent Visitor
Frequent Visitor

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

Unfortunately when I use the Select function it means if I use any other Filters the chart errors

Super User
Super User

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

Hi @gary_connolly,

 

Why don't you try to use this formula:

 

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( 'Dates Table'[Calendar Date], -1, Year)
)

Regards

MFelix



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!




gary_connolly Frequent Visitor
Frequent Visitor

Re: SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

will try the add date again, it's clear the issue i was having was contigious dates however, because when I converted the dates to EOMONTH and joined that to a date table with month end dates it worked. Not the most elegant solution but good enough for now.

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