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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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Prior Year Data - Multiple Months

Hey, hoping someone can point me in the right direction here. I have a table of financial data, with posting month, and a month mapping table which will drive the filter of the financial data table.

 

The user will filter on a time period (1 or more months), and i want a measure that will calculate those months in the prior year.

 

I guess as the data will be filtered out, i will need to use filter(all()), but how can i pick up months from the prior year(s). I am just struggling with the fact that there may be multiple selections.

  • Make sure you have a Date table and mark it as a Date table, then you can take advantage of the Time Intelligence functions to easily do your calculation with DATEADD(), SAMEPERIODLASTYEAR(), etc.  Please see this post for detailed explanation.

     

    https://exceleratorbi.com.au/dax-time-intelligence-beginners/

     

    If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

    Regards,

    Pat

     

     

     

2 Replies

  • mahoneypat's avatar
    mahoneypat
    Icon for Microsoft Employee rankMicrosoft Employee

    Make sure you have a Date table and mark it as a Date table, then you can take advantage of the Time Intelligence functions to easily do your calculation with DATEADD(), SAMEPERIODLASTYEAR(), etc.  Please see this post for detailed explanation.

     

    https://exceleratorbi.com.au/dax-time-intelligence-beginners/

     

    If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

    Regards,

    Pat

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      you are my hero buddy! Had not heard of SAMEPERIODLASTYEAR(), but it works so well! thanks so much for your help