Sum of Month-1

[Anonymous]

Hi! I'm trying to find an elegant solution for my current temporary fix. I am comparing current fiscal YTD data which is (current month-1) to last FY data which is (obviously) complete. I need to modify the previous FY data to only reflect the same time period for comparison. I'm comparing percent change in volume by insurance payer using YTD overall volume. Individual month volume is not something I need to consider.

In order to match current fiscal year data available, I have created a temporarily solution as a base for my quick measures.

However, this still involves a user to go in and update manually every month. I know there is a way to do it - I just haven't found one that will work!

[Icey]

Hi @Anonymous ,

Can you share some sample data for testing, so that I can directly help you solve the problem, instead of spending a lot of time guessing your data structure?

For your data security, please remove sensitive information.

Reference:

How to Get Your Question Answered Quickly - Microsoft Power BI Community

How to provide sample data in the Power BI Forum - Microsoft Power BI Community

Best Regards,

Icey

[VahidDM]

Hi @Anonymous 

Can you share a sample of your FY21 table?(to see the columns and values)

Do you have a Date Table in your model?

please see this post regarding How to Get Your Question Answered Quickly:
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
4. Relation between your tables

Appreciate your Kudos!!
LinkedIn:www.linkedin.com/in/vahid-dm/