topic Re: Calculating Prior Year Values in DAX Commands and Tips

Calculating Prior Year Values

RNZALR — Wed, 10 May 2023 02:41:41 GMT

I've got some player data for a sport and I've calculated the number of players who are either new, returning or retained. The definitions of each type is:

New: Does not appear in the database in any previous season
Retained: Played last season
Returning: Did not play last season but has played in the past and has now registered to play in the current season

My measures to calcuate each are working fine, however I am struggling to calculate the prior year metrics. Here is the table I have:

I want the prior year numbers to appear on the table as well but I am struggling with the dax to make that happen. For example, in the 2023 season, I want the Prior Year New Player Number to show 2,933 and the Prior Returning Player number to show 1,460.

How would I amend my dax formula to make that work? Here are the formulas for the current years:

New Player Numbers =

VAR _currentyear =

MAX ( 'Date Table'[Season] )

VAR _registerlist =

SUMMARIZE ( 'Player Registrations', 'Player Master'[Person ID] )

VAR _previousregisterlist =

CALCULATETABLE (

SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ),

'Date Table'[Season]< _currentyear

)

RETURN

COUNTROWS ( EXCEPT ( _registerlist, _previousregisterlist ) )

and

Retained Player Numbers =

VAR _currentyear =

MAX ( 'Date Table'[Season] )

VAR _registerlist =

SUMMARIZE ( 'Player Registrations', 'Player Master'[Person ID] )

VAR _prioryeargisterlist =

CALCULATETABLE (

SUMMARIZE ( 'Player Registrations', 'Player Master'[Person ID] ),

'Date Table'[Season] = _currentyear - 1

)

RETURN

COUNTROWS ( INTERSECT ( _registerlist, _prioryeargisterlist ) )

Jihwan_Kim you were really helpful the last time on this one. Any thoughts on this?

Re: Calculating Prior Year Values

Jihwan_Kim — Wed, 10 May 2023 03:13:18 GMT

Hi,

I tried to create a DAX formula based on what I got from the question.
Please check if it suits your datamodel.

Prior year New Player Numbers = VAR _currentyear = MAX ( 'Date Table'[Season] ) VAR _prioryear = _currentyear - 1 VAR _prioryearregisterlist = CALCULATETABLE ( SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ), 'Date Table'[Season] = _prioryear ) VAR _previousofprioryearregisterlist = CALCULATETABLE ( SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ), 'Date Table'[Season] < _prioryear ) RETURN COUNTROWS ( EXCEPT ( _prioryearregisterlist, _previousofprioryearregisterlist ) )

Re: Calculating Prior Year Values

RNZALR — Wed, 10 May 2023 03:18:50 GMT

It is close, and certainly better than my attempts, but the numbers are not lining up. See the table below

What would the Prior Year Returning Player formula look like as well?

Re: Calculating Prior Year Values

Jihwan_Kim — Wed, 10 May 2023 03:23:04 GMT

Hi,

Thank you for your message.

Please provide a link of the sample pbix file, and then I can try to look into it to come up with a more accurate solution.

Thanks.

Re: Calculating Prior Year Values

RNZALR — Wed, 10 May 2023 03:43:32 GMT

I have emailed you the file to the address you gave me last time. Thank you!

Re: Calculating Prior Year Values

Jihwan_Kim — Wed, 10 May 2023 04:20:37 GMT

Hi,

Thank you.

I am not sure which one is the desired output, but please check the below.

In each measure, two different columns from two different tables are used in the comparison.

Player Registrations[Person ID] or Player Master[Person ID] ???

fix the [New Player Numbers] measure,

New Player Numbers = VAR _currentyear = MAX ( 'Date Table'[Season] ) VAR _registerlist = SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ) VAR _previousregisterlist = CALCULATETABLE ( SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ), 'Date Table'[Season]< _currentyear ) RETURN COUNTROWS ( EXCEPT ( _registerlist, _previousregisterlist ) )

or,

fix the [Prior year New Player Numbers] measure.

Prior year New Player Numbers = VAR _currentyear = MAX ( 'Date Table'[Season] ) VAR _prioryear = _currentyear - 1 VAR _prioryearregisterlist = CALCULATETABLE ( SUMMARIZE ( 'Player Registrations', 'Player Master'[Person ID] ), 'Date Table'[Season] = _prioryear ) VAR _previousofprioryearregisterlist = CALCULATETABLE ( SUMMARIZE ( 'Player Registrations', 'Player Registrations'[Person ID] ), 'Date Table'[Season] < _prioryear ) RETURN COUNTROWS ( EXCEPT ( _prioryearregisterlist, _previousofprioryearregisterlist ) )

Re: Calculating Prior Year Values

RNZALR — Wed, 10 May 2023 04:33:11 GMT

Thank you!

The second of your measures, the Prior Year New Player Numbers is what I was wanting to get!

What would the measures for Prior Year Returning Players and Prior Year Retained Players look like?