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madisonkelly's avatar
madisonkelly
Regular Visitor
4 years ago
Solved

Monthly Comparison with yearly average

I need to create a table or matrix that breaks the data into 4 columns: this month, last month, average of last 6 months, and avg of last 12 months.   What is the best way to go about this? I...
  • Whitewater100's avatar
    4 years ago

    Hi:

    If you are asking how to display matrix on rows you can do hat in formatting, I'll post image here.

    If you are asking about measures,it's best to get a Date Table in your model, with relationship with Fact Table. I'll paste date table code below. MODELING>NEW TABLE ..see last part of this message. You will have a new field in the dates table Dates[Date] that should be used in visuals and also your measures.

    Let]s say you have a measure for Total Charges:

    Total Charges = SUM('Charge Data'[Total Charges])

    Then you use this pattern with DATEADD function

    Last Month Charges = CALCULATE([Total Charges], DATEADD(Dates[Date], -1, MONTH))

    Charges last 6 months = CALCULATE([Total Charges], DATEADD(Dates[Date], -12, MONTH))
    Last 12 Month Charges = CALCULATE([Total Charges], DATEADD(Dates[Date], -1, YEAR))

     

    I hope this helps:

    Date Table cose next:

    Dates = ADDCOLUMNS ( CALENDAR (FIRSTDATE(Sheet1[ Date]), TODAY()), "year", YEAR ( [Date] ), "MonthNumber", FORMAT ( [Date], "MM" ), "year-month", FORMAT ( [Date], "YYYY-MM" ), "month-year", FORMAT ( [Date], "MM-'YY" ) )