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ADCOPBI
Frequent Visitor

Want to show the amount of a singular item ordered in this month versus last month

For this I have a date column, I have unique item codes and quantities associated. But I want to see how much of one item code was ordered this month versus last month. I tried using current months and past months but for some reason, I am getting a crazy sum value because I think it is summing all item quantities instead on a specific level. 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@ADCOPBI , use time intelligence with date table

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))
Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Next month value =  CALCULATE(sum('table'[total hours value]),nextmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

Refer: https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

 

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/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

View solution in original post

2 REPLIES 2
v-lionel-msft
Community Support
Community Support

Hi @ADCOPBI ,

 

Please give a sample data table and expected output table.

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@ADCOPBI , use time intelligence with date table

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))
Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Next month value =  CALCULATE(sum('table'[total hours value]),nextmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

Refer: https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

 

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/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

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