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Helper V
Helper V

datesadd(datesmtd) issue

Hi,

 

I have a calculated column to get the total amount in a month from last year from a transactional table, to be compared with the MTD figure in the current year in a visual.

The formula applied is

Amount MTD Previous Year. = CALCULATE(SUM('Transation'[Amount]),DATEADD(DATESMTD(DateCalendar[Date]),-12,MONTH))

 

And I have another table consists of calendar dates from several years period.

I use this calendar date table as an X-axis and filtering month and year.

The screen shot below is the visual I mentioned.

The result given from the previous year MTD from Jan-Nov is correct.

However, the Dec figure shows incorrect result. It's showing the total amount of Jan-Nov.

 

I need help to show me what is wrong with the formula & how to fix this, so I can get the correct figure to show MTD of each month from the previous year of the year that is selected as filter.

Thanks.

 

pic.jpg

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User III
Super User III

Hi,

 

Try this measure (not a calculated column formula)

 

=CALCULATE(SUM('Transation'[Amount]),SAMEPERIODLASTYEAR(DateCalendar[Date]))

 

Does this work?

 

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

4 REPLIES 4
Highlighted
Super User III
Super User III

Hi,

 

Try this measure (not a calculated column formula)

 

=CALCULATE(SUM('Transation'[Amount]),SAMEPERIODLASTYEAR(DateCalendar[Date]))

 

Does this work?

 

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

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Hi @Ashish_Mathur,

I got the problem. It's because of the data.

Sorry to bother you.

Thanks anyway. I will keep in mind your suggestion next time.

 

 

Highlighted

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
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@RMV,

 

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