Previous Month Revenue Using Fiscal Year and Fiscal Month

[KMcCarthy9]

I need to calculate month over month of Revenue Earned but using Fiscal Year and Month. I'm at a complete loss how to do this since the normal date/time intelligence does not work. 

I have a datetable that holds the fiscal information and a table that holds the revenue data. I *simply* just want to show the previous month value and then conditional formatting for an up or down arrow. 

I have attached my .pbix here: Revenue 

Thank you in advance! 

[xifeng_L]

Hi @KMcCarthy9 

The file you provided is corrupted, and cannot be opened.

But I think using the DATESADD function should solve your problem?

Or you can give the month an index number, such as ( month index = year*12 + month ), and then use the current month index -1 to get the previous month.

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

Thank you~

[KMcCarthy9]

@xifeng_L Apologies for the corrupt file. I believe it is now fixed: Revenue PBI 
I have a fiscal month index column in my datetable. How would I go about using this in my DAX calc? 
I tried the following,which has gotten me the closest, but it doesn't appear to give the previous month, as it's giving the same value. 

Previous Month Rev = 
var _rev = CALCULATE(SUM('Revenue Breakdown'[Revenue Earned]), 'Revenue Breakdown'[Vendor Type] = "TMO")
RETURN
CALCULATE(
    _rev,
    DATEADD(vw_AMS_DateTable[CALDAY], -1, MONTH),
    ALLEXCEPT(vw_AMS_DateTable, vw_AMS_DateTable[FisIndexMonth]))

[xifeng_L · Accepted solution]

Hi @KMcCarthy9 

You can try below measure.

Previous Month Rev = 
SUMX(
    SUMMARIZE('Datetable','Datetable'[FISCYEAR],'Datetable'[FISCMonthNumber],'Datetable'[FisIndexMonth]),
    VAR CurFISCMonthIndex = 'Datetable'[FisIndexMonth]
    RETURN
    CALCULATE(
        SUM('Revenue'[Revenue Earned]),
        'Datetable'[FisIndexMonth]=CurFISCMonthIndex-1,
        ALL('Datetable')
    )
)

Demo - Previous Month Rev.pbix

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

Thank you~

[KMcCarthy9]

@xifeng_L  This works! Thank you so much!