topic Calculating previous months sales using monthly data in DAX Commands and Tips

Calculating previous months sales using monthly data

mes0012 — Wed, 11 Oct 2023 08:14:57 GMT

Hi All,

I'm trying to build a formula into dax that calculates the previous months sales depending on which month is selected. For example in the screenshot below i want 'Sales (£) PM' to pull through July sales when August is selected in the Month filter.

The data is at month level therefore a lot of the solutions posted on this forum aren't giving me the desired result, I have attached the calendar table below:

Any help would be massively appreicated!

Thanks,

Matt.

Re: Calculating previous months sales using monthly data

ValtteriN — Wed, 11 Oct 2023 08:45:15 GMT

Hi,

Here is one way to do this:
Data:

Relation:

Dax:

LM = var _cmonth = MAX('Table (7)'[YearMonth])

return

CALCULATE(max('Table (7)'[Value]),ALL('Table (7)'[YearMonth]),'Table (7)'[YearMonth]<_cmonth)

End result:

Here we remove YearMonth filter context and take the maximum value which is lower than current mont -> last month as context.

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/

Re: Calculating previous months sales using monthly data

mes0012 — Thu, 12 Oct 2023 10:35:10 GMT

ValtteriN, thanks for coming back on this.

I've given the above suggestion a go but i can't get it to work. I created a new table, summarised in the same way as in your suggestion above (Total Debit Balance is the original field name before i've renamed it in the visual):

However, when i build the measure i'm still getting blanks:

Sales (£) PM = var _cmonth = MAX('AP - DR PM Table'[Y/MN Key])

return

CALCULATE(max('AP - DR PM Table'[Sales]),ALL('AP - DR PM Table'[Y/MN Key]),'AP - DR PM Table'[Y/MN Key]<_cmonth)

Any chance you can see where i've gone wrong from those screenshots?

Thanks,

Matt.

Re: Calculating previous months sales using monthly data

Anonymous — Fri, 13 Oct 2023 09:13:45 GMT

Hi mes0012 ,

I suggest you to create a DimDate table with continuous date in it and then try PREVIOUSMONTH.

If this reply still couldn't help you solve your issue, please share a sample file with us and show us a screenshot with the result you want.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: Calculating previous months sales using monthly data

ValtteriN — Mon, 16 Oct 2023 06:20:40 GMT

Hi mes0012 ,

Now that I revisited this I realized that there isn't anything preventing you from using previousmonth like Anonymous suggested.

Here is a bit better dax (if you don't want to use PREVIOUSMONTH for one reason or another):

LM =

var _cmonth = MAX('Calendar'[YearMonth])

var _lmonth = CALCULATE(MAX('Table (7)'[YearMonth]),ALL('Table (7)'),'Table (7)'[YearMonth]<_cmonth)

return

CALCULATE(MAX('Table (7)'[Value]),ALL('Table (7)'),'Table (7)'[YearMonth]= _lmonth)

And here is one with PREVIOUSMONTH:

LM2 = CALCULATE(MAX('Table (7)'[Value]),PREVIOUSMONTH('Calendar'[Date]))

End results: