Show sales for last 'X' months and Same Period Last Year

[jvandyck]

We are now September 2018. I have data from January 2017 up to July 2018. I would like to create a measure calculating the sum of Jan 2017 up to July 2017 and another one calculating Jan 2018 up to July 2018. I do have a date tabel joined to the fact table.

Thanks for your help!

[v-frfei-msft · Accepted solution]

Hi @jvandyck,

I made one sample for your reference.

2017 = TOTALYTD(SUM(Table1[Sales]),SAMEPERIODLASTYEAR(Table1[YYYYMM.1]))

2018 = TOTALYTD(SUM(Table1[Sales]),Table1[YYYYMM.1])

For more details, please check the pbix as attached.

Regards,

Frank

[Greg_Deckler]

Sample data would help. 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

That being said, you can try your luck with the time intelligence functions like SAMEPERIODLASTYEAR. Or, you might have better luck with my Time Intelligence The Hard Way Quick Measure: https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[jvandyck]

Simplified it boils down to this:

YYYYMM	Sales
201701	10
201702	15
201703	18
201704	20
201705	90
201706	50
201707	44
201708	66
201709	21
201710	99
201711	22
201712	14
201801	19
201802	33
201803	25
201804	14
201805	16
201806	18
201807	20

This is the data I have. If I create the normal YTD measures, it will take the values from 201801 up to 201807, but doing this for prev year, it would take the data from 201701 up to 201709. This is not what I want, I want up to 201707.

So the YTD for this year should be 145 and prev year 247.

[v-frfei-msft · Accepted solution]

Hi @jvandyck,

I made one sample for your reference.

2017 = TOTALYTD(SUM(Table1[Sales]),SAMEPERIODLASTYEAR(Table1[YYYYMM.1]))

2018 = TOTALYTD(SUM(Table1[Sales]),Table1[YYYYMM.1])

For more details, please check the pbix as attached.

Regards,

Frank

[v-frfei-msft · Accepted solution]

Hi @jvandyck,

Does that make sense? If so, kindly mark my answer as a solution to close the case.

Regards,

Frank

[Greg_Deckler]

Right, https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[jvandyck]

I am not able to tie this back to my issue. Looks like overkill to me?