YTD and Monthly sales in the same table. Also how do I make it interactive with a filter?

[Anonymous]

I want to create a table with this information:

Monthy Sales 2019 --  Monthly Sales 2020 -- % Difference -- YTD Sales 2019 --- YTD Sales 2020 -- % Difference

I want to have a filter were I select "October" for example, and it gives me montly sales for October  and the YTD from Jan to Oct.

I don´t know if I explained myself. Thank you very much!

[v-jayw-msft · Accepted solution]

Hi @Anonymous ,

Here's my sample data and I create some calculated columns.

year = YEAR('Table'[date])

month = FORMAT('Table'[date],"MMMM")

monthnum = MONTH('Table'[date])

And here's my measures.

monthly_2019 = CALCULATE(SUM('Table'[value]),FILTER(ALLEXCEPT('Table','Table'[month]),'Table'[year]=2019))

monthly_2020 = CALCULATE(SUM('Table'[value]),FILTER(ALLEXCEPT('Table','Table'[month]),'Table'[year]=2020))

%diff = ([monthly_2020]-[monthly_2019])/[monthly_2019]

ytd2019 = CALCULATE(SUM('Table'[value]),FILTER(ALLSELECTED('Table'),'Table'[monthnum]<MAX('Table'[monthnum])+1&&'Table'[year]=2019))

ytd2020 = CALCULATE(SUM('Table'[value]),FILTER(ALLSELECTED('Table'),'Table'[monthnum]<MAX('Table'[monthnum])+1&&'Table'[year]=2020))

ytd%diff = ([ytd2020]-[ytd2019])/[ytd2019]

And the result would be shown as below.

Best Regards,

Jay

[amitchandak]

@Anonymous , Try with Time Intelligence with Date table

example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
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))))

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

YTD

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — Month on Month with or Without Time Intelligence
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 :radacad sqlbi My Video Series Appreciate your Kudos.