topic Re: Calculate delta between the selected month and last month of the previous quarter in DAX Commands and Tips

Calculate delta between the selected month and last month of the previous quarter

TUSHARMODGIL — Tue, 05 Dec 2023 00:30:53 GMT

I have written a calcualtion to get the delta between the selected month and last month of the previous quarter. In this calculation, I am getting the value for current month correctly, but the "Metric_lastQtr" is giving null. I checked the return value for "LastDatePrevQtr" and it is giving me the correct date for last month of the quarter.

I have tried multiple things here but can't resolve it. Would be really helpful if someone can correct this formula:

Delta_Quarterly =

VAR CurrentMonth = MONTH(SELECTEDVALUE(FactScorecard[Date]))

-- Determine the last quarter month

VAR LastDatePrevQtr =

CALCULATE(

MAX(DimDate[Date]),

PREVIOUSQUARTER(DimDate[Date])

)

VAR Metric_CurrentMonth =

CALCULATE(

SUM(FactScorecard[Value]),

DimDate[MonthNumber] = CurrentMonth

)

VAR Metric_lastQtr =

CALCULATE(

SUM(FactScorecard[Value]),

REMOVEFILTERS(DimDate),

ALLEXCEPT(DimDate, DimDate[MonthYearNameShort]),

DimDate[Date] = LastDatePrevQtr

)

RETURN

Metric_CurrentMonth - Metric_lastQtr

Re: Calculate delta between the selected month and last month of the previous quarter

Jihwan_Kim — Tue, 05 Dec 2023 04:33:14 GMT

Hi,

I am not sure how your semantic model looks like but I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file.

I hope the below can provide some ideas on how to create a solution for your semantic model.

Delta_last quarter last month: = VAR _lastquarter = CALCULATETABLE ( DimDate, PREVIOUSQUARTER ( DimDate[Date] ) ) VAR _lastquarterlastmonthenddate = MAXX ( _lastquarter, DimDate[Year-Month sort] ) VAR _lastquarterlastmonthvalue = CALCULATE ( SUM ( FactScorecard[Value] ), FILTER ( ALL ( DimDate ), DimDate[Year-Month sort] = _lastquarterlastmonthenddate ) ) VAR _currentmonthvalue = SUM ( FactScorecard[Value] ) RETURN IF ( NOT ISBLANK ( _lastquarterlastmonthvalue ), _currentmonthvalue - _lastquarterlastmonthvalue )

Re: Calculate delta between the selected month and last month of the previous quarter

TUSHARMODGIL — Tue, 05 Dec 2023 05:13:09 GMT

It worked like a charm.

I had to add [Year-Month sort] to my calendar table and then used your calcualtion as-is.

Thanks!!!