Forum Discussion

rajasekar_o's avatar
rajasekar_o
Icon for Helper V rankHelper V
1 year ago
Solved

LY MTD Calculation

Hi team,
i want to calculate LYMTD

Used Measure
LY MTD Sales =
VAR CurrentDate = MAX('date'[Date])
VAR PreviousYearDate = EDATE(CurrentDate, -12)
RETURN
CALCULATE(
    [sales amount],
    FILTER(
        ALL('date'),
        'date'[Date] <= CurrentDate &&                  
        'date'[Date] <= PreviousYearDate &&            
        'date'[Date] >= DATE(YEAR(CurrentDate)-1, MONTH(CurrentDate), 1)
    )
)
 
 

 

if i select any item IN FILTER 
LYMTD  showing blank

 





  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, rajasekar_o 

    Thanks for Kedar_Pande, Greg_Deckler and bhanu_gautam replies. Are you currently addressing this issue? If not, you can refer to the following dax.

     

    LY MTD Sales = 
    VAR _currentDate = MAX('Table 2'[Inv Date])
    VAR _previousYearDate = EDATE(_currentDate, -12)
    VAR _item = SELECTEDVALUE('Table 2'[Item])
    RETURN
    CALCULATE(
        SUM('Table 2'[Amount]),
        FILTER(
            ALL('Table 2'),
            'Table 2'[Inv Date] <= _currentDate &&                  
            'Table 2'[Inv Date] >= _previousYearDate &&
            'Table 2'[Item] = _item
        )
    )
    

     

    Best Regards,
    Yang

    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know.
    Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi, rajasekar_o 

    Thanks for Kedar_Pande, Greg_Deckler and bhanu_gautam replies. Are you currently addressing this issue? If not, you can refer to the following dax.

     

    LY MTD Sales = 
    VAR _currentDate = MAX('Table 2'[Inv Date])
    VAR _previousYearDate = EDATE(_currentDate, -12)
    VAR _item = SELECTEDVALUE('Table 2'[Item])
    RETURN
    CALCULATE(
        SUM('Table 2'[Amount]),
        FILTER(
            ALL('Table 2'),
            'Table 2'[Inv Date] <= _currentDate &&                  
            'Table 2'[Inv Date] >= _previousYearDate &&
            'Table 2'[Item] = _item
        )
    )
    

     

    Best Regards,
    Yang

    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know.
    Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

  • rajasekar_o , Try using below DAX

     

    LY MTD Sales =
    VAR CurrentDate = MAX('date'[Date])
    VAR PreviousYearDate = EDATE(CurrentDate, -12)
    RETURN
    CALCULATE(
    [sales amount],
    FILTER(
    ALL('date'),
    'date'[Date] <= CurrentDate &&
    'date'[Date] >= DATE(YEAR(CurrentDate)-1, MONTH(CurrentDate), 1) &&
    'date'[Date] <= DATE(YEAR(CurrentDate)-1, MONTH(CurrentDate), DAY(CurrentDate))
    )
    )

    • rajasekar_o's avatar
      rajasekar_o
      Icon for Helper V rankHelper V

      NOT wroking

      Inv DateItemQtyAmount
      01-01-2023ITEM A5670
      03-01-2023ITEM A6804
      03-01-2023ITEM B4536
      06-09-2023ITEM A3402
      07-09-2023ITEM B7938
      01-10-2023ITEM B4536
      06-10-2023ITEM A81072
      06-10-2023ITEM B4536
      30-10-2023ITEM A81072
      05-09-2024ITEM B3402
      09-09-2024ITEM A7938
      01-10-2024ITEM B5670
      02-10-2024ITEM A81072
      04-10-2024ITEM B3402
  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    rajasekar_o Maybe:

    LY MTD Sales =
      VAR CurrentDate = MAX('date'[Date])
      VAR PreviousYearDate = EDATE(CurrentDate, -12)
      VAR __Table = FILTER( ALL( 'Sales' ), 'Sales'[Date] <= PreviousYearDate && 'Sales'[Date] >= DATE( YEAR( CurrentDate) - 1, MONTH( CurrentDate ), 1 ) )
      VAR __Result = SUMX( __Table, [Amount] )
    RETURN
      __Result
  • rajasekar_o ,

    Corrected Measure:

    LY MTD Sales =
    VAR CurrentDate = MAX('date'[Date])
    VAR PreviousYearStart = DATE(YEAR(CurrentDate)-1, MONTH(CurrentDate), 1)
    VAR PreviousYearEnd = EOMONTH(PreviousYearStart, 0)
    RETURN
    CALCULATE(
    [sales amount],
    FILTER(
    ALL('date'),
    'date'[Date] >= PreviousYearStart &&
    'date'[Date] <= PreviousYearEnd &&
    'date'[Date] <= EDATE(CurrentDate, -12)
    )
    )

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi, rajasekar_o 

    Thanks for Kedar_Pande Greg_Deckler and bhanu_gautam reply. They all give suggestions for modifying dax, you can try their methods and if they don't meet your needs, you can describe them in detail. Or just provide the pbix file without sensitive data for testing.

    Best Regards,
    Yang

    Community Support Team