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Hi,
I've tried many different 'earlier' solutions I've found on this forum but can't get them to work for my data.
I have a table of customer totals per product per year. I want to create a custom column that captures the previous year's total value for each.
Thanks in advance.
customer | reportingdate | Product | total | Previous total |
111111 | 1/1/2020 | P1 | 123 | |
111111 | 1/1/2020 | P2 | 941 | |
111111 | 1/1/2021 | P1 | 456 | |
111111 | 1/1/2022 | P1 | 444 | |
22222 | 1/1/2020 | P1 | 3334 | |
22222 | 1/1/2021 | P1 | 3433 | |
22222 | 1/1/2021 | p2 | 1212 | |
22222 | 1/1/2022 | P1 | 5666 | |
22222 | 1/1/2023 | P1 | 6555 | |
22222 | 1/1/2024 | P1 | 6655 |
Solved! Go to Solution.
Hi,
I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.
It is for creating a calculated column.
Previous year total CC =
VAR _prevyear =
DATE ( YEAR ( data[reportingdate] ) - 1, MONTH ( data[reportingdate] ), DAY ( data[reportingdate] ) )
RETURN
SUMX (
FILTER (
data,
data[customer] = EARLIER ( data[customer] )
&& data[product] = EARLIER ( data[product] )
&& data[reportingdate] = _prevyear
),
data[total]
)
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.
Hi,
I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.
It is for creating a calculated column.
Previous year total CC =
VAR _prevyear =
DATE ( YEAR ( data[reportingdate] ) - 1, MONTH ( data[reportingdate] ), DAY ( data[reportingdate] ) )
RETURN
SUMX (
FILTER (
data,
data[customer] = EARLIER ( data[customer] )
&& data[product] = EARLIER ( data[product] )
&& data[reportingdate] = _prevyear
),
data[total]
)
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.
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