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runnerpaul
Regular Visitor

Sales For Previous Financial Year

Hi,

 

I have a table which shows sales to date per company for a financial year. I'll create a filter to select the particular year.

 

I'd also like to include a column which shows sales for the previous financial year up to that date. Is this possible? If so how would I do it?

 

Cheers

Paul

2 REPLIES 2
Super User IV
Super User IV

Re: Sales For Previous Financial Year

Take a look here:

https://support.office.com/en-US/article/Time-Intelligence-Functions-DAX-0571dcda-e4e8-42a8-b205-e1f...

 

Would recommend PARALLELPERIOD or PREVIOUSYEAR

 

Also, you could check this out:

http://www.daxpatterns.com/time-patterns/

 

Lots of good guidance there.


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kcantor Community Champion
Community Champion

Re: Sales For Previous Financial Year

You have to have a Date Dimensions table and write the DAX specific to your data names. For example, this is my DAX for previous year total sales:

Previous Year Total Sales – calculated from a table(Named SalesPerformance) showing sales amounts by total sales (Table column named TotalSales) and filtered down to current year through a Date Dimensions Table attached to the report called DimDate using the date column named DateKey.

 

=CALCULATE(SUM('SalesPerformance'[TotalSales]), SAMEPERIODLASTYEAR(DimDate[DateKey]))

 

Hope this helps.



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