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doubi1899
Regular Visitor

YOY calculation

For first column I use following code to calculate the total revenue of crruent month. It did work.

"Current = TOTALMTD([total revenue],'IOSalesRecordbyCustomer'[Date])"

 

And second column I want to calculate the total revenue of same month of last year.  By the way , I already create a datesheet by using "Dates = CALENDAR("2022/01/01""2024/06/01")"

Following is the code of the YOY

 

"YOY = CALCULATE(sum(IOSalesRecordbyCustomer[Total Revenue]),PARALLELPERIOD('Dates'[Date],-1,MONTH))"

 

It failed and not sure why shows the same number ( the exact number - the total revenue of current month)

https://drive.google.com/file/d/10wx09SN3fd5oceYe4PvKxadHZCsITUw4/view?usp=drive_link  

1 (1).jpg

 
 
1 ACCEPTED SOLUTION

@doubi1899 I think I've identified the problem.
1. Relate the Dates table to the Fact table via a many-to-one relationship, like this:

BeaBF_0-1720446927578.png

 

2. Then Use Date field of Dates Table in the matrix, not the field of the fact table.

 

Your measure will work.

 

BeaBF_1-1720446993168.png

 

 

BBF

View solution in original post

4 REPLIES 4
BeaBF
Super User
Super User

@doubi1899 Hi! I'va sent you the request to access the file. 

Meanwhile, try with these formulas:

Current = TOTALMTD([Total Revenue], 'Dates'[Date])

YoY = CALCULATE(
SUM(IOSalesRecordbyCustomer[Total Revenue]),
SAMEPERIODLASTYEAR('Dates'[Date])
)

YoYComparison = [CurrentMonthRevenue] - [YoY]

 

BBF

approved the request.

@doubi1899 I think I've identified the problem.
1. Relate the Dates table to the Fact table via a many-to-one relationship, like this:

BeaBF_0-1720446927578.png

 

2. Then Use Date field of Dates Table in the matrix, not the field of the fact table.

 

Your measure will work.

 

BeaBF_1-1720446993168.png

 

 

BBF

thank you so much. I realized where the mistake is.

 

 

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