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MaliniBaktha
Helper I
Helper I

Need help Calculate Prior year values working for one other filter

Hi , 

I am working on the data where I am calculating the sum of appointments total by prior fiscal year.  to calculate the prior year values , I have used a calculation suggested by this forum, it works fine  when we select year filter, but the moment I select other filter this calculation prior year calculation doesnot hold good. 

How do I correct it ?

 

This is the calculation I am using to calculate previous year 

calculate(sum('OLD ONE'[COUNT(DISTINCT APT)]),filter(ALL('OLD ONE'),[FISCAL_YEAR_NUM]=SELECTEDVALUE('OLD ONE'[FISCAL_YEAR_NUM])-1))
 
Now I want this calcualtion to work for other region level filter too . the moment I chose a region filter the prior year filter is not working 
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I assume your datamodel does not have calendar dimension table or region dimension table.

One of the best ways is to have those dimension tables, but in case you cannot create those, please try something like below.

 

expected previous year =
CALCULATE (
    SUM ( 'OLD ONE'[COUNT(DISTINCT APT)] ),
    VALUES ( 'OLD ONE'[Region Name] ),
    FILTER (
        ALL ( 'OLD ONE' ),
        [FISCAL_YEAR_NUM]
            = SELECTEDVALUE ( 'OLD ONE'[FISCAL_YEAR_NUM] ) - 1
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
Rakesh1705
Helper I
Helper I

Rakesh1705_0-1719826707303.png

Source Data

Rakesh1705_1-1719826747772.png

Previous Year Formula

Rakesh1705_2-1719826781284.png

Result when nothing is selected

Rakesh1705_3-1719826832074.png

Result when 2024 is selected. Please check the prior snapshot for the result of 2023 in the matrix table.

Rakesh1705_4-1719826884054.png

Business Development is selected from Department Slicer.

One more thing before doing the measure I had created the year column from the date column.

Please let me know if the same formula is applicable for your dataset or not.



Jihwan_Kim
Super User
Super User

Hi,

I assume your datamodel does not have calendar dimension table or region dimension table.

One of the best ways is to have those dimension tables, but in case you cannot create those, please try something like below.

 

expected previous year =
CALCULATE (
    SUM ( 'OLD ONE'[COUNT(DISTINCT APT)] ),
    VALUES ( 'OLD ONE'[Region Name] ),
    FILTER (
        ALL ( 'OLD ONE' ),
        [FISCAL_YEAR_NUM]
            = SELECTEDVALUE ( 'OLD ONE'[FISCAL_YEAR_NUM] ) - 1
    )
)

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here and Go to My LinkedIn Page


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