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Vladimir_P
New Member

SAMEPERIODLASTYEAR() function comparison

Dear Community, 

I would like to compare sales results in the same period of two consecutive years by using the SAMEPERIODLASTYEAR() function. When I do that, the presented result is not what I expected.

Instead of comparing sales results in the same period (e.g. January-June 2021. and 2020.), I'm getting the sales result for January-June 2021. and comparing it with the sales results of the complete 2020. (e.g. January-December 2020).
I'm using the function in format: IF(ISBLANK([Value]),BLANK(),CALCULATE([Value],SAMEPERIODLASTYEAR(Calendar[Date])))

SQL server is the source of data and I'm using the data by importing them to the PBI desktop. Also, I'm using the Calendar table in my model. 

I appreciate any help in advance!

Vladimir

1 ACCEPTED SOLUTION
nandic
Memorable Member
Memorable Member

Hi @Vladimir_P ,

You might try this formula:

PY amount =
VAR _year =
    MAX ( Date[Year] )
VAR _year_month =
    SELECTCOLUMNS (
        FILTER (
            SUMMARIZE ( Fact, Fact[Month], Fact[Year] ),
            Fact[Year] = _year 
        ),
        "YM", Fact[Month]
    )
RETURN
    CALCULATE (

        SUM(Fact[Amount])SAMEPERIODLASTYEAR ( Date[Date] ), _year_month )


If it doesn't work could you please share screenshot of your model and DAX that you used?
This formula is based on 1 Fact table and 1 date table.

Cheers,
Nemanja Andic

View solution in original post

2 REPLIES 2
nandic
Memorable Member
Memorable Member

Hi @Vladimir_P ,

You might try this formula:

PY amount =
VAR _year =
    MAX ( Date[Year] )
VAR _year_month =
    SELECTCOLUMNS (
        FILTER (
            SUMMARIZE ( Fact, Fact[Month], Fact[Year] ),
            Fact[Year] = _year 
        ),
        "YM", Fact[Month]
    )
RETURN
    CALCULATE (

        SUM(Fact[Amount])SAMEPERIODLASTYEAR ( Date[Date] ), _year_month )


If it doesn't work could you please share screenshot of your model and DAX that you used?
This formula is based on 1 Fact table and 1 date table.

Cheers,
Nemanja Andic

Dear @nandic ,

Thank you very much for the suggested solution. I'll try it in my model and see if it works.
Cheers!
Vladimir

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