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Anonymous's avatar
Anonymous
Not applicable
7 years ago
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Previous Period Calculation Help

Hello,

 

I'm trying to write a DAX formula to get the previous year data in my table.  Currently I have the following table:

 

 

My formula for my "Test" column is:

 

Test = CALCULATE(sum([Actual]), DATEADD([CalendarDate], -1, YEAR))

 

However, my "Test" column appears blank when I'd expect the row for 2012 to show the actual value for 2011, the 2013 row to show the value for 2012, etc.  This seems simple as I've done it so many times before, but for some reason I can't get this one working.  Any idea what may be wrong with my formula here?

  • Hi,

     

    That formula should be written as a measure (not as a calculated column).  You may also try this measure

     

    =CALCULATE(SUM([Actual]),SAMEPERIODLASTYEAR(Calendar[CalendarDate]))

     

    In your visual, drag any/all time dimensions only from the Calendar Table.  Also, ensure that there is a relationship from the Date column of the Data Table to the CalendarDate column of the Calendar Table.

     

    Hope this helps.

3 Replies

  • Hi,

     

    That formula should be written as a measure (not as a calculated column).  You may also try this measure

     

    =CALCULATE(SUM([Actual]),SAMEPERIODLASTYEAR(Calendar[CalendarDate]))

     

    In your visual, drag any/all time dimensions only from the Calendar Table.  Also, ensure that there is a relationship from the Date column of the Data Table to the CalendarDate column of the Calendar Table.

     

    Hope this helps.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Ashish,

       

      Thanks for your formula.  Actually, your formula and my formula both did the trick.  I was just referencing the date column from my date table and then placing the date column from my fact table into the visual.  Once I fixed that, I was able to get the results properly.

       

      Thanks for your help!

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        You are welcome.  If my reply helped, please mark it as Answer.