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TUSHARMODGIL
New Member

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

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
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

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.

 

Jihwan_Kim_1-1701750766396.png

 

 

Jihwan_Kim_0-1701750738626.png

 

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
    )

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

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.

 

Jihwan_Kim_1-1701750766396.png

 

 

Jihwan_Kim_0-1701750738626.png

 

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
    )

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


It worked like a charm. 

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

 

Thanks!!!

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