Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
danmone
Frequent Visitor

Sameperiodlast year returning same figures as current year

Hi

 

I'm trying to create a sales report that shows current sales in one column and the previous years figures for the same period.  I'm using the following DAX 

Total Sales PY = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]), SAMEPERIODLASTYEAR('Invoked Function'[Date].[Date]))
 
however it returns the same data in both fileds in the table.  where am I going wrong?
 
Thanks
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

Create a date table join with your date and then try any one of these

Total Sales PY = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]), SAMEPERIODLASTYEAR('Date'[Date]))
YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(('Date'[Date]),"12/31"))
Last YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete Sales = CALCULATE('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),dateadd('Date'[Date],-1,Year))
2 Year behind Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),dateadd('Date'[Date],-2,Year))

 

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/
Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @

Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Connect on Linkedin

 

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

Create a date table join with your date and then try any one of these

Total Sales PY = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]), SAMEPERIODLASTYEAR('Date'[Date]))
YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(('Date'[Date]),"12/31"))
Last YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete Sales = CALCULATE('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),dateadd('Date'[Date],-1,Year))
2 Year behind Sales = CALCULATE(SUM('Live Company$G_L Entry'[PositiveAmount]),dateadd('Date'[Date],-2,Year))

 

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/
Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @

Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Connect on Linkedin

 

@amitchandak  -That worked! thanks a million!

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.