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vinissousa1
New Member

Yearly performance based on monthly return

I am trying to calculate a yearly performance based on monthly returns. How to do that with dax? Anyone has a suggestion? 

year.png

2 REPLIES 2
vinissousa1
New Member

I'm having problems with the matrix. How can I keep the matrix format I uploaded here? Can you send an example, pls?

amitchandak
Super User
Super User

@vinissousa1 , try like

 

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)))

 

 

or create mesures like

 

Total sales = SUM(Sales[Sales Amount])

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

or
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

and take diff %

 

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