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markcabantog's avatar
markcabantog
Icon for Helper I rankHelper I
2 years ago

Matrix data based on Prev year by period

Hi all,

 

I have a Date table that has a "Period". For 2022, Period 1 is Jan 2-Jan29 and in 2023 Period 1 is Jan 1-Jan 28 and so on..

PeriodDate
101-Jan-23
..
..
128-Jan-23
102-Jan-22
..
..
129-Jan-22

 

my Data table example is

DateItemamount
01-Jan-23Item 11
02-Jan-23Item 11
01-Jan-22Item 11
02-Jan-22Item 11

 

in my dashboard i want to have 2 matrix current year (2023) and prev year(2022)

Current Yr Matrix (2023)

ItemPeriod 1Period 2
Item 12 

for Prev year Matrix I use the dax

measure = CALCULATE ( SUM(Data[amount]), FILTER (ALL ( 'data' ), 'data'[Year] = MAX ( 'data'[Year] ) -1))

 

Prev Yr (2022)

ItemPeriod 1Period 2
Item 12 

 

result shows item 1 amount is 2 in Period 1 but the correct amount should be 1 not 2.

 

can anyone help me with this

 

 

 

 

 

 

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi markcabantog 

     

    Based on your needs, I have created the following table.

     

     

    Then you need to establish a one-to-one relationship between the date columns of the two tables in the model view

     

    then you can use the following dax to get the result you want

    Measure = CALCULATE ( SUM('Table'[amount]), FILTER (ALL ( 'Table (2)' ), 'Table (2)'[Date].[Year]= MAX('Table (2)'[Date].[Year])-1))

     

     

     

    Best Regards,

    Jayleny

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • markcabantog's avatar
      markcabantog
      Icon for Helper I rankHelper I

      Hi Jayleny,

       

      It cannot be 1-1 becuase in table 1 there will be a lot of data that as same date....this is just a sample data that i shared

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi markcabantog 

         

        The same applies to one-to-many relationships.

         

        I have created a new table, where the total amount of 1/1/2022 is 3, the total amount of 1/2/2022 is 2, and you can see that the total amount of the matrix is 2.

         

         

         

         

         

         

        Best Regards,

        Jayleny

         

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.