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Hi Gurus!
In my fact table I have many row entries for customers with order dates and the products ordered.
Columns in consideration are:
'Sales'[Customer#]
'Sales'[ProductName]
'Sales'[OrderDate]
'Sales'[Price]
The OrderDate is related to the dates table.
I have a filter YYYY-MM that I use to select the rows.
There is a field YYYY-MM in the dates table, so no worries there.
In visual one I display all rows from the fact table that satisfy the filtered YYYY-MM.
I set the [Price] to not summarize so all rows are currently being displayed in visual one.
All is good.
In visual "ONE" I would like to display the rows where the 'Sales'[OrderDate] is equal to the previous YYYY-MM.
I realize that the visual will have rows that have the current YYYY-MM and rows with the previous YYYY-MM.
I prefer to not require the user to enter two YYYY-MMs in the filter visual.
I tried to use the CALCULATE formula but it only takes an aggregated parameter and the dateadd -1 month.
To get around my problem I was also thinking of a 2nd visual and dedicate a second filter to visual "TWO" but that is an added visual taking up extra space.
Can you provide the function to display the rows that satisfy the previous month user selected YYYY-MM in visual one?
Thanks!
@datafan , Not very clear , You can use time intelligence with Date
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
New column or
Month Rank = RANKX(all('Date'),'Date'[Month Start date],,ASC,Dense)
Measure
This Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])))
Last Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])-1))
Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA
I may have been unclear.
Please let me amend my request to make it clearer:
Here is my Sample Fact Table
Row| Date |CustomerID | Product |Qty |Price |Sales
1 |1/1/2021 |Cust1 |X1 |1 |100 | $100
2 |1/1/2021 |Cust2 |X1 |2 |100 | $200
3 |1/1/2021 |Cust3 |X2 |1 |300 | $300
4 |2/1/2021 |Cus1 |Y1 |1 |500 | $500
5 |2/1/2021 |Cus21 |P2 |3 |100 | $300
6 |3/1/2021 |Cus1 |PY |1 |20 | $20
7 |4/1/2021 |Cust2 |XX |3 |10 | $30
There is a YYYY-MM filter that is in a Dates table and is related to the Date column in the Fact Table and the user checks YYYY-MM = 2021-03
I would like Visual "A" to display:
Row |Date |CustomerID | Product |Qty |Price |Sales
6 |3/1/2021 |Cus1 |PY |1 |20 | $20
I would like Visual "B" to display the Previous Months records:
Row |Date |CustomerID | Product |Qty |Price |Sales
4 |2/1/2021 |Cus1 |Y1 |1 |500 | $500
5 |2/1/2021 |Cus21 |P2 |3 |100 | $300
How to attain Visual "B" display that works off only one filter, the one where the user selects 2021-03?
Hope this clarifies my request.
Thanks in advance guys!
Fact Sales Table
Cust|Product|Qty|ItemPrice|TotalSale
1|
User | Count |
---|---|
49 | |
48 | |
19 | |
16 | |
15 |
User | Count |
---|---|
110 | |
45 | |
42 | |
24 | |
20 |