topic Same period last year for Cumulative DAX equation in DAX Commands and Tips

Same period last year for Cumulative DAX equation

kajelliott — Thu, 25 Jan 2024 00:47:12 GMT

Anyone have a clue how I can calculate the following DAX equation for the same period last year?

Current Est Value = CALCULATE(SUMX(FILTER('table', 'table'[Created On] <=MAX('Calendar'[Date]) && (ISBLANK('table'[Close Date]) || 'table'[Close Date]>MAX('Calendar'[Date]))), ('table'[Est. Revenue])), CROSSFILTER('table'[Created On], 'Calendar'[Date], none))

Im at a loss!

Thank you 🙂

Re: Same period last year for Cumulative DAX equation

DallasBaba — Thu, 25 Jan 2024 05:25:46 GMT

kajelliott you can use the SAMEPERIODLASTYEAR function. Modify your DAX formula as follows:

SamePeriodLastYear Est Value = CALCULATE( SUMX( FILTER( ALL('table'), 'table'[Created On] >= SAMEPERIODLASTYEAR(MAX('Calendar'[Date])) && (ISBLANK('table'[Close Date]) || 'table'[Close Date] > SAMEPERIODLASTYEAR(MAX('Calendar'[Date]))) ), 'table'[Est. Revenue] ), CROSSFILTER('table'[Created On], 'Calendar'[Date], NONE) )

Let me know if this works for you. @ me in replies, or I'll lose your thread!!!
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Re: Same period last year for Cumulative DAX equation

kajelliott — Thu, 25 Jan 2024 06:16:52 GMT

DallasBaba - thanks for your suggestion!

Coming up with an error around the calendar date when SAMEPERIODLASTYEAR is included in the expression.

Error states 'The first argument to 'SAMEPERIODLASTYEAR' must specify a column'

Any thoughts?

Re: Same period last year for Cumulative DAX equation

v-weiyan1-msft — Sun, 28 Jan 2024 10:49:35 GMT

Hi kajelliott ,

I am not sure how your semantic model looks like, please try the following code as shown below.

Previous Est Value = CALCULATE ( SUMX ( FILTER ( 'table', 'table'[Created On] <= MAX ( 'Calendar'[Date] ) && ( ISBLANK ( 'table'[Close Date] ) || 'table'[Close Date] > MAX ( 'Calendar'[Date] ) ) ), ( 'table'[Est. Revenue] ) ), CROSSFILTER ( 'table'[Created On], 'Calendar'[Date], NONE ), SAMEPERIODLASTYEAR ( 'Calendar'[Date] ) )

If I've misunderstood you, please provide detailed sample data and the results you are hoping for. We can better understand the problem and help you. Show it as a screenshot or excel. Please remove any sensitive data in advance.

Best Regards,
Yulia Yan

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

Re: Same period last year for Cumulative DAX equation

kajelliott — Mon, 26 Feb 2024 22:30:30 GMT

I believe this worked, thank you!