How to get previous period sales using billing date and create date (Drilldown issue)?

[rlupe]

Hi,

I am a new PowerBI user, I am having trouble getting the last year time frame to populate the correct values. I am using the SamePeriodLastYear function which works when I only need to drilldown for billing dates, but does not work when drilling for creation dates - or when I need to drill into both.

I linked examples of how I expect the creation drilldown to look. The 2022 billing drilldown matches as expected. The 2022 creation drilldown has the correct this year information, but wrong last year information. Same for when both are drilled down to 2022.

The issue might be in the relationships made, or maybe the last year is held up due to the parameters being applied.

Hopefully the links below allow you download so you can see the formulas being used, let me know if you need more information.  I can email the examples if links don't work.

2022 current - Creation drill

2022 expected - Creation drill

PBI

https://drive.google.com/file/d/1zBDeK4yXBWsZIq0EllY6y122FzkDJTlD/view?usp=drive_link 

Expected Output

https://docs.google.com/spreadsheets/d/19iD8O3bsT9AOomGoKUDBNtwU14gVmkUx/edit?usp=drive_link&ouid=11...