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JDU
Helper I
Helper I

DAX to sum only the partial sales of the previous year

Dear, I need your help with a measure in DAX to sum only the partial sales of the previous year with the final objective to be able to compare in a label with the sales of the current year.

238.487.695.jpg

The cumulative for the first three months of the previous year (2022) is 238,487,695, then a measure is required that is capable of calculating it for comparison with YTD (2023). Obviously it must be dynamic to be able to always compare Sale Ytd /SamePeriod Last Ytd.

Thank you very much for your cooperation.

13 REPLIES 13
MohammadLoran25
Super User
Super User

Hi @JDU ,

You just need a "DateTable" to Handle it with the measure below:

 

CALCULATE (
    [YourSalesMeasure],
    FILTER (
        ALL ( 'DateTable' ),
        DateTable[Year]
            = YEAR ( TODAY () ) - 1
            && DateTable[Date] <= TODAY ()
    )
)

 

If this answer solves your problem, give it a thumbs up and mark it as an accepted solution so the others would find what they need easier.

Regards,
Loran

Thank you Mohammad for the reply. I tried with the formula but it does not give any result.

Captura de pantalla 2023-04-12 132004.png

Question: Year in the sixth line is a function?
(Note: I am working with a calendar table).

@JDU ,

Sorry I did sth wrong. This should be:

 

CALCULATE (
    [YourSalesMeasure],
    FILTER (
        ALL ( 'DateTable' ),
        DateTable[Year]
            = YEAR ( TODAY () ) - 1
            && DateTable[Date] <= DATE(YEAR(TODAY()-1),MONTH(TODAY()),DAY(TODAY())
    )
)

 

 

AND yes YEAR is Function in your line 6.

I have a problem with the DATEADD function, it does not recognize the function today.

Captura de pantalla 2023-04-12 134702.png

My bad. Edited.

Btw your previous measure should returns an output as well. What is your [Total Ventas] Measure?

I'm sure I'm doing something wrong, maybe there is a problem in the calendar table or in some measure, but I keep getting an error.

Captura de pantalla 2023-04-12 172341.png

Regarding the Total Ventas measure, it is simply the sum of sales per month.

Total Ventas = sum(Hoja1[Ventas] )
 
Thank you for your help.

@JDU Please send the error of the visual.

Good morning,
It is in Spanish but basically what it says is that DAX comparison operations do not support comparison values of type Text with values of type Integer. Consider using the VALUE or FORMAT function to convert one of the values.

Captura de pantalla 2023-04-14 074217.png

@JDU Hi again

I think the year column in your date table is in Text format.

Change its format or use CONVERT function.

@JDU Hi again

I think the year column in your date table is in Text format.

Change its format or use CONVERT function.

You were right, the problem was the format, however, what the function does is to add up all the previous year and what I need is to add up only the same period of time of this year to compare the percentage variation of sales.

 

hoy.jpg

@JDU 

We need to edit this part of the code:

Instead of:

DATE(YEAR(TODAY()-1),MONTH(TODAY()),DAY(TODAY())

 

Put the below then u get what you want:

DATE(YEAR(TODAY())-1,MONTH(TODAY()),DAY(TODAY())

 

Regards,

Loran

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