issue on LY Measure : Sameperiodlastyear returns End of last year

[blackbool44]

Dear Power Bi Community,

I am sure this problem has been asked already and I feel a bit shy to ask about it.
however I cannot find it anywhere in the forum.

I want to calculate a basic LY value comparing the current 2020 vs. 2019 on same period.

I have the basic following measures

Sales - Tonnage = CALCULATE(sum(Sales[Value]), Sales[Attribute]="Tonnage")

Sales - Tonnage LY = CALCULATE([Sales - Tonnage], SAMEPERIODLASTYEAR('Calendar'[Calendar.Date]))

It returns me the following results :

Calendar.Date	Sales - Tonnage	Sales - Tonnage LY
24/01/2020	47
25/01/2020		31
21/02/2020	47
22/02/2020		32
20/03/2020	30
22/03/2020		31
17/04/2020	94
19/04/2020		31
15/05/2020	80
17/05/2020		49
14/06/2020		81
12/07/2020		50
09/08/2020		48
06/09/2020		50
04/10/2020		47
01/11/2020		46
29/11/2020		48
28/12/2020		32

My Sales-Tonnage returns 298, which is my YTD result : PERFECT

My Sales-Tonnage LY returns 576, which is my end of year result.

Expected result : 125

My sheet is filtered with a slicer (Year = 2020/country = Singapore).

please help me to modify the dax to take last non blank value in 2020 as a reference for 2019.

Thanks a lot for your great help!

[Tahreem24]

@blackbool44 ,

Try this:

Sales - Tonnage LY = CALCULATE([Sales - Tonnage], DATESADD('Calendar'[Calendar.Date],-1,YEAR))

[amitchandak · Accepted solution]

@blackbool44 , You last year will not stop unless you select a date on a slicer or your calendar stops this year on that date.

I have create various version of LYTD that work with slicer or without slicer

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))
Previous Year = CALCULATE(SUM('order'[Qty]), PREVIOUSYEAR('Date'[Date]))

// Force by today
YTD QTY forced= 
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

//Forced by the last date in this year
YTD QTY forced= 
var _max = maxx('order',[Order date])
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max1 =maxx('order',[Order date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

//Only year vs Year, not a level below

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

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.

[blackbool44]

Amazing, thanks a lot...This is definitely heavy DAX stuff 😉