Year on Year and Period by Period using custom calendar

[LizardBoi]

Hi All

Im very new to using PowerBi and completly self taught. 
I need some help with creating 2 tables on a report that will show various different things.

Our business has 12 periods per year - running from January to January.

I have a date table set up for FinYear, FinPeriod, PriorFinYear, PriorFinPeriod

I also have a table with sales data - Invoice Date, Sale Amount, Profit, Margin, Discount Given, Total Passengers etc

What I am trying to do is create 2 matrix tables that will give me a breadown of difference between this year and the previous year.  However when I have used the "Parallelperiod' function as soon as I include the final period of the year it then throws the previous year data and is including this year + last year sales.  This is the formula im using - 

Total Sales LY = CALCULATE( [Total Sales TY], PARALLELPERIOD( 'Period Dates'[Booked Date],-1, YEAR))

What should I be doing that would  make this work properly?

[amitchandak]

I assume it from feb to Jan then you can datesytd ot totalyd, they allow year end

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"1/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"1/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"1/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"1/31"))

If it is too custom, then refer :https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...

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[AlexAlberga727]

When I want to calculate Rev from Last year I use the following DAX - 

= CALCULATE ( [TOTAL REVENUE], DATEADD ( dDATETABLE[DATE], -1, YEAR)

Essentially - Use DATEADD.

Let me know if this works!

[LizardBoi]

@AlexAlberga727  thanks so much - this works - its now not doubling things up for the final period......

However, what is now happening is that when I filter the year - to view say 2019 figures - and then change the 2018 - the figures dont agree.

Is this because its not excatly year for year dates that our periods run?  So for example the 26th January in 2018 is in P12, but in 2019 its in P1.  How would I get it to display exactly YOY Period by Period?

[AlexAlberga727]

Let me get this straight - 

When viewing 2018 Total Rev you're seeing a different value than when you're reviewing 2019 LY Rev?

They should be equal when looking at a year's total.

When I create YoY graphics I typically compare running total utilizing YTD calculations vs LY cumulative Rev.

This type of comparison results in the following - 

Also - mark my response as the answer and throw me a thumbs up if you could kindly.