DAX year comparison - Why does this not work?

[mark77]

Hi. I'm trying to set up a number of standard formula to be used in my PBI reports.

users are supposed to select 1 year. Also they can select additional filters such as YTD and whatever you have .

In any case :

Asume selected is (only) 2022 in the date filter.

(The following works)

TEST_TY =

VAR __YEARSELECTION = CALCULATE(MAX('Date'[Year])-0)

VAR __BASEFORMULA = CALCULATE([Product SO],FILTER('Date','Date'[Year]=__YEARSELECTION))

RETURN

__BASEFORMULA

(This does not - Except then selecting both 2022 AND 2021)

TEST_TY =

VAR __YEARSELECTION = CALCULATE(MAX('Date'[Year])-1)

VAR __BASEFORMULA = CALCULATE([Product SO],FILTER('Date','Date'[Year]=__YEARSELECTION))

RETURN

__BASEFORMULA

Why does the following above not work? How do I override the 2022 selection?

TEST = CALCULATE(sum(_actuals[product_sales_eur]),FILTER('Date','Date'[Year]=2021))  also does not work

Please not that I do not only want to look 1 year back, but will want to do 2020 aswell etc.

Thanks!

[mark77]

Can anyone help me with this?

[amitchandak]

@mark77 , You need to use all

TEST_TY =
VAR __YEARSELECTION = CALCULATE(MAX('Date'[Year])-1)
VAR __BASEFORMULA = CALCULATE([Product SO],FILTER(all('Date'),'Date'[Year]=__YEARSELECTION))
RETURN
__BASEFORMULA

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

[mark77]

Hi @amitchandak ,

Thank you for your response. Unfortunately this does not yield the required result. I had tested with all myself, but that will generate a grand total for me.

As you can see with the (modified) data here, the calculation falls apart in a table.

And I really do want to use a great many tables in many variants 😉

Do you know how I'd be able to resolve this ?

The Formula does respond correctly to filters though. For example a subcompany was selected here.

YTD_M	MonthName	Product SO	TEST1_self	TEST_withall
Yes	October	86,986		8,215,746
Yes	November	131,285		8,215,746
Yes	December	217,836		8,215,746
Yes	January	792,691		8,215,746
Yes	February	1,661,305		8,215,746
Yes	March	2,067,164		8,215,746
Yes	April	956,637		8,215,746
No	May	523,530		8,215,746
No	June	386,022		8,215,746
No	July	453,112		8,215,746
No	August	288,973		8,215,746
No	September	75,898		8,215,746
	TOTAL	7,641,440		8,215,746