Calculate stock before 2 years (open balance)

[Wadda7AboUdai]

Hi everyone 

I want to sum the stock value before 2 years from the selected year , for example if the selected year is 2024 i want to get stock in 2022 and if the selected year is 2023 I want to get 2021 value and so on

I useed these measures to calculate the selected year and last year 

this yearstock = 

CALCULATE(SUM(GeneralJournalAccountEntryStaging[ACCOUNTINGCURRENCYAMOUNT]),MainAccount[RECID] = 5637144608)

last yearstock = 

CALCULATE(SUM(GeneralJournalAccountEntryStaging[ACCOUNTINGCURRENCYAMOUNT]),PREVIOUSYEAR(CDate[Date]),MainAccount[RECID] = 5637144608)

I used PREVIOUSYEAR instad of SAMEPERIODLASTYEAR to get the stock for last year and ignore if there is filter in month 

the idea of this is to get the open balance of the stock for this year and last year if there is anther way please share it 

[Wadda7AboUdai]

@v-stephen-msft  thank you for your help 

[v-stephen-msft]

You’re welcome, @Wadda7AboUdai .

Best Regards,

Stephen Tao

[v-stephen-msft · Accepted solution]

Hi @Wadda7AboUdai ,

Thanks for reaching out! 

I understand you want ignore the filtering of the month. My workaround is to create a separate table contains years. 

I've created a sample for your reference:

Sample data:

1.Create a separate year table.

2.Create a measure to return previous data and ignore month filtering.

Previousyear = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),YEAR([Date])=SELECTEDVALUE('Table (2)'[Year])-1))

Thisyear: 

Thisyear=CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),YEAR([Date])=SELECTEDVALUE('Table (2)'[Year])))

You can check more details by downloading the attachment.

Best Regards,

Stephen Tao

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