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Dsudheer
New Member

Paginated Reports - Calculate Previous month same year sales

Hi All,

 

I am having sales & sales_previous columns and date parameter. If I select May 5th, 2020 in parameter, it should display same date sales in sales column and same date previous month sales should display in sales_previous column. 

 

How can we achieve previous month sales in sales_previous column. Can anyone help me to achieve this scenario in paginated reports.

 

Regards,

Sudheer D

5 REPLIES 5
amitchandak
Super User IV
Super User IV

@Dsudheer , With Date table and time intelligence

 

examples

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))))

last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value =  CALCULATE(sum('table'[total hours value]),previousmonth('Date'[Date]))

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

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

 

Power BI — MTD
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 :
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.



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Hi Amit,

 

All DAX functions are not supported in Power BI Report Builder. Calculate & PreviousMonth functions are not available in report builder.

 

I need the solution in Power BI Report Builder not in Power BI Desktop.

 

Regards,

Sudheer D

Greg_Deckler
Super User IV
Super User IV

@Dsudheer - So you could try the time intelligence function PREVIOUSMONTH.

 

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...

 

But, in general, Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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Hi Greg,

 

All DAX functions are not supported in Power BI Report Builder. Calculate & PreviousMonth functions are not available in report builder.

 

I need the solution in Power BI Report Builder not in Power BI Desktop.

 

Regards,

Sudheer D

Hi @Dsudheer 
Did you find the solution for calculating MTD measures in report builder?

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