Sales MTD last month

[Sofinobi]

Hi all,
please, i would like to compare the sales MTD to the sales same date in last month, and get the result in a card visuel.

for eg, if the current date is 10th january :
Sales MTD = sales from 01 to 10 january (this is ok)
Sales MTD last Month = Sales from 01 to 10 December (this is what i need if possible)

i tested this measure, but it doesn't work exactely on a card vissuel:

Sales MTD LM = CALCULATE([Sales MTD],

                                   DATEADD(CALENDRIER[Date],-1,MONTH))
thank you for your help

[Anonymous · Accepted solution]

Hi, @Sofinobi 

May I ask if this is the expected output you are looking for? Based on your description, I have created many measures to achieve the effect you are looking for. Following picture shows the effect of the display.

Measures:

Sales MTD =

VAR selectedDate =

    SELECTEDVALUE ( 'Table'[Date] )

VAR beginningSelectedDate =

    EOMONTH ( SelectedDate, -1 ) + 1

VAR _salesMTD =

    CALCULATE (

        SUM ( 'Sales'[Value] ),

        'Sales'[Date] >= beginningSelectedDate

            && 'Sales'[Date] <= selectedDate

    )

RETURN

    _salesMTD



Sales MTD last Month =

VAR selectedDate =

    SELECTEDVALUE ( 'Table'[Date] )

VAR beginningPeriousMonthDate =

    EOMONTH ( selectedDate, -2 ) + 1

VAR periousSelectedDate =

    EOMONTH ( selectedDate, -2 ) + SELECTEDVALUE ( 'Table'[Date].[Day] )

VAR _salesMTDLastMonth =

    CALCULATE (

        SUM ( 'Sales'[Value] ),

        'Sales'[Date] >= beginningPeriousMonthDate

            && 'Sales'[Date] <= periousSelectedDate

    )

RETURN

    _salesMTDLastMonth

If this does not work, could you please share some sample data without sensitive information and expected output.
How to provide sample data in the Power BI Forum - Microsoft Fabric Community

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[Dangar332]

hi, @Sofinobi 

try below

sales mtd = totalmtd([salesamount],CALENDRIER[Date])
 
                            and

Sales MTD LM = CALCULATE(
                   [Salesamount],
                    CALENDRIER[Date]>= eomonth(CALENDRIER[Date]-2)+1,
                     CALENDRIER[Date]<=edate( CALENDRIER[Date],-1)   
               )   

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

[MBernalBI]

Hello @Sofinobi , 

I have tried with these measures and I have been successful. Try it and let me know if you have been successful

Sales MTD = TOTALMTD(SUM(Sales[sales]), CALENDRIER[Date])

Sales MTD LM= CALCULATE([Sales MTD], DATEADD(CALENDRIER[Date],-1, MONTH))

If it works for you don't forget to mark your comment as a solution 😄

[Sofinobi]

hi @MBernalBI  thanks for your answer, but it doesn't work for me, the Sales MTD LM returns the total sales of last month, its not what i need exactely.
thank you again