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Super User
Super User

Re: Time Intelligence - WTD and MTD Previous Period

@svalen

 

Please do the following

1. Create a column in the Calendar /Date table as

            PYDate = CALCULATE (  DAteadd('Calendar'[Date],-1,Year)  )

 

2. Create a measure called  SalesThisYear

    SalesThisYear = CALCULATE (
                                                  [SalesAmount] ,
                                                                         FILTER (
                                                                                   ALL ( 'Calendar' ),
                                                                          'Calendar'[Year] = MAX ( 'Calendar'[Year] )
                                                                          && 'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
                                                      )
                                                )

  This will give the Sales cumulated uptodate for the current period.

 

3. Create a measure called SalesLatYear

                                                     SalesLastYear = CALCULATE (
                                                                                          [SalesAmount] ,
                                                                                                              FILTER (
                                                                                                                ALL ( 'Calendar' ),
                                                                                                  'Calendar'[Year] = MAX ( 'Calendar'[Year]) - 1
                                                                                                   && 'Calendar'[Date] <= MAX( 'Calendar'[PYDate] )
                                                                                                      )
                                                                                                  )

 

If it works please give Kudos.

 

Cheers

 

CheenuSing

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svalen Member
Member

Re: Time Intelligence - WTD and MTD Previous Period

@CheenuSing

 

Perfect. Thanks. I should have adapted the logic from the previous measure, now I realise it is simple.

 

Thanks for your support.

GerardoArevalo Regular Visitor
Regular Visitor

Re: Time Intelligence - WTD and MTD Previous Period

@CheenuSing, hi i have a similar problem. I use your formula but when i select for example february I have accumulated what I have in January and February sales, could you please help me in doing something so I do not accumulate sales if I have only one month selected in my filter, if I have several months filtered then if I accumulate these sales.

Highlighted
steph_io Regular Visitor
Regular Visitor

Re: Time Intelligence - WTD and MTD Previous Period

This is formula is key to resolving date calculations.  It absolves the 12 month timeframe and allows to do simple calculations to add or remove months. 

 

YearMonthNumber = ('Calendar'[Year] - MIN( 'Calendar'[Year] )) * 12 + 'Calendar'[MonthNumber]

 

YearMontNumber should not be just YYYY-MM.

 

Thank you!