topic how to calculate month over month for current month and month to date in previous year in DAX Commands and Tips

how to calculate month over month for current month and month to date in previous year

lawada — Thu, 27 Jan 2022 09:48:18 GMT

im working on a report that shows kpis performance over : days-weeks-months-quarters-years

in order to add contex to my kpi im trying to add comparisons to periods such as : month over month and month to date

the problem is when im showing the trend for monthly performace , the current month didnt end yet and if i want to calculate month over month value doesnt make sense

example of how the graph looks like :

x-axis: months , (assuming current month is April2021)

y-axis: total orders

month over month would be (180-280/280)*100=-35.7%

question1: how would i use this calculation for the current month if its not complete yet?

question 2 : how can i find month to date value for same month last year. assuming we are now in April2021 , how can i calculate month to date value for april2020 so i can compare it with the current value in this year?

Re: how to calculate month over month for current month and month to date in previous year

ValtteriN — Thu, 27 Jan 2022 10:52:11 GMT

Hi,

You can get these values using PREVIOUSMONTH and SAMEPERIODLASTYEAR.

MonthOverMonth =

var _m = SUM(MonthOver[Value])

var _lm = CALCULATE(SUM(MonthOver[Value]),PREVIOUSMONTH('MonthOver'[Date]))

return

divide(_m-_lm,_lm)

MonthOver LY = CALCULATE(MonthOver[MonthOverMonth],SAMEPERIODLASTYEAR('Calendar'[Date]))

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!

Re: how to calculate month over month for current month and month to date in previous year

v-cazheng-msft — Wed, 02 Feb 2022 07:21:25 GMT

Hi lawada

May I know whether your issue has been resolved? If there is any post helps, then please consider Accept it as the solution. If you still have problems on it, please feel free to let us know. Thanks a lot!

Best Regards,

Community Support Team _ Caiyun

Re: how to calculate month over month for current month and month to date in previous year

lawada — Wed, 02 Feb 2022 07:26:57 GMT

the solutoin provided was not exactly what i was asking. i found another solution to my issue

Re: how to calculate month over month for current month and month to date in previous year

v-cazheng-msft — Fri, 04 Feb 2022 08:36:34 GMT

Hi lawada

Thanks for your reply! If it is convenient, could you please share your solution to this issue here and Accept is as the solution of this issue to help other users who encounter similar issue? Thanks in advance!

Best Regards,

Community Support Team _ Caiyun

Re: how to calculate month over month for current month and month to date in previous year

lawada — Sat, 05 Feb 2022 16:55:23 GMT

MTD meaure = CALCULATE(TOTALMTD([users],Calender[Date]))

PY measure MTD = CALCULATE([mtd measure],

SAMEPERIODLASTYEAR(Calender[Date])

)

Re: how to calculate month over month for current month and month to date in previous year

v-cazheng-msft — Mon, 07 Feb 2022 01:10:38 GMT

Hi lawada

Noted with many thanks!

Best Regards,

Community Support Team _ Caiyun