Calculate values for Previous period for table

Anonymous — Wed, 07 Sep 2022 23:45:47 GMT

Hello guys, i have a date table which give me the date of everyday starting from january 1,2022 until todays date.

I have a table and a timeline visual as below

the pic is a bit blurred for some reason but the timeline visual is like a date slicer. You can choose between year, day, month or week to choose the desired date just like a slicer

While the table contains line description and financial value with the formula:

Financial Value =

SWITCH(

SELECTEDVALUE('Sort Table'[line description]),

"Minutes Expenses",[ Minute expenses],

"Total Expenses",[ total Expenses]

"Business Expenses",[ Business Expenses],

"Payroll Expenses",[ Payroll Expenses],

"Revenue",[ Total revenue],

"Taxes",[ Total revenue]*taxes]),

"Net Profit" , [Net profit]))

I want to add a new measure that gives me the previous period shatever timeline i chosoe weather its month, week, or day i want it to give me the alst period. For instance if i choose the day timeline slicer and select 08/01/2022 i want the result of the previous period to be 07/31/2022. Or if i choose the month timeline slicer and choose august 2022 i want to see the previous values of july 2022.

Is it possible?

Re: Calculate values for Previous period for table

amitchandak — Thu, 08 Sep 2022 02:21:52 GMT

Anonymous , I would recommend using calculation group for this case

Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

refer these Switch examples

Switch Period =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",_max1,
"FYTD",_max1,
"QTD",_max1,
"MTD",_max1,
"This Month",eomonth(_max,0),
"LMTD",date(Year(_max), month(_max) -1, Day(_max)),
"Last Month",eomonth(_max,-1),
"WTD", _max1,
"Cumm",_max1,
"Rolling 3", _max1,
"Rolling 6", _max1,
"Rolling 12",_max1,
"Rolling 7 Day",_max1,
"Yesterday",_max1-1,
BLANK())

var _min =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",eomonth(_max,-1*MONTH(_max))+1 , //FY April -March
"FYTD",if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
"QTD",eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1,
"MTD",eomonth(_max,-1)+1 ,
"This Month",eomonth(_max,-1)+1 ,
"LMTD",eomonth(_max,-1)+1,
"Last Month",eomonth(_max,-1)+1,
"WTD", _max -WEEKDAY(_max,2)+1,
"Cumm", Minx(ALLSELECTED('Date'),'Date'[Date]),
"Rolling 3", date(Year(_max), month(_max) -3, Day(_max))+1,
"Rolling 6", date(Year(_max), month(_max) -6, Day(_max))+1,
"Rolling 12", date(Year(_max), month(_max) -12, Day(_max))+1,
"Rolling 7 Day", date(Year(_max), month(_max) , Day(_max)-7),
"Yesterday",_max1-1
BLANK())
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

Switch Period =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",eomonth(_max,-1*MONTH(_max))+1 , //FY April -March
"LYTD",eomonth(_max,-1*MONTH(_max))+1 ,
"FYTD",if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
"QTD",eomonth(_max,-1* if( mod(Month(_max),3) =0,3,Month(_max)))+1,
"MTD",eomonth(_max,-1)+1 ,
"LMTD",eomonth(_max,-1)+1 ,
"LYMTD",eomonth(_max,-1)+1 ,
"WTD", _max -WEEKDAY(_max,2)+1,
"Cumm", Minx(ALLSELECTED('Date'),'Date'[Date]),
"Rolling 3", date(Year(_max), month(_max) -3, Day(_max))+1,
"Rolling 6", date(Year(_max), month(_max) -6, Day(_max))+1,
"Rolling 12", date(Year(_max), month(_max) -12, Day(_max))+1,
BLANK())
var _max1 = SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD") ,
"LYTD",Date(Year(_max)-1, month(_max), Day(_max))
"LMTD",Date(Year(_max), month(_max)-1, Day(_max))
"LYMTD",Date(Year(_max)-1, month(_max), Day(_max) ) ,
_max)
var _min1 = SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD") ,
"LYTD",Date(Year(_min)-1, month(_min), Day(_min))
"LMTD",Date(Year(_min), month(_min)-1, Day(_min))
"LYMTD",Date(Year(_min)-1, month(_min), Day(_min) ) ,
_min)
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min1,_max1))

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

topic Calculate values for Previous period for table in DAX Commands and Tips

Calculate values for Previous period for table

Re: Calculate values for Previous period for table