Yearly comparison with month to date

[Jo_Chrq]

Hi,

I struggle with a graph, I can't seem to find the solution on the forum.

I have graph showing monthly revenues per year :

For the current month (ie. September), I would like to have the month to date revenue, but same date range for that month in previous years:

1 - 15 sept 2021 vs. 1 - 15 sept 2020 vs. 1 - 15 sept 2019 etc.

with date range automatically growing every day.

Any ideas?

Many thanks

Jo

[Greg_Deckler]

@Jo_Chrq You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

In your case, I imagine something like:

Measure = 
  VAR __MaxDate = MAX('Dates'[Date])
  VAR __MinDate = MIN('Dates'[Date])
  VAR __PreviousYearMax = DATE(YEAR(__MaxDate)-1,MONTH(__MaxDate),DAY(__MaxDate))
  VAR __PreviousYearMin = DATE(YEAR(__MinDate)-1,MONTH(__MinDate),DAY(__MinDate))
RETURN
  SUMX(FILTER('Table',[Date]<=__MaxDate && [Date]>=__MinDate),[Value])

[Jo_Chrq]

Hi Greg thanks for your reply.

Unfortunately this doesn't work for (unless I'm missing something).

I do get the revenue for 1 - 15 Sept 2021 but this keeps the full month's data for preivous year (1 - 30 sept 2020)

[Greg_Deckler · Accepted solution]

@Jo_Chrq I did have an error in that formula:

Measure = 
  VAR __MaxDate = MAX('Dates'[Date]) //if this is 9/15/2021 in filter context
  VAR __MinDate = MIN('Dates'[Date]) //if this is 9/1/2021 in filter context
  VAR __PreviousYearMax = DATE(YEAR(__MaxDate)-1,MONTH(__MaxDate),DAY(__MaxDate)) //this is 9/15/2020 because the DAY will be 15, month is 9 and year is 2021 - 1
  VAR __PreviousYearMin = DATE(YEAR(__MinDate)-1,MONTH(__MinDate),DAY(__MinDate)) //this is 9/1/2020 because DAY is 1, month is 9 and year is 2021 - 1
RETURN
  SUMX(FILTER('Table',[Date]<=__PreviousYearMax && [Date]>=__PreviousYearMin),[Value])