Analyzing Sales Data line items

[kukszi]

Hi there,

I have sales data line items for the last 3 years that looks like the below example, and I would need some help with analyzing this data:

____Period____|	____Product____|	____Customer____|	____Volume____|
Apr 2019	Product 1	Customer A	100
May 2019	Product 1	Customer A	150
Jun 2019	Product 1	Customer A	170
Jul 2019	Product 1	Customer A	160
Aug 2019	Product 1	Customer A	170
Apr 2020	Product 1	Customer A	110
May 2020	Product 1	Customer A	160
Jun 2020	Product 1	Customer A	180
Jul 2020	Product 1	Customer A	170

My questions are the following:

1. The company has a custom calendar, e.g Period 1 is July, Period 2 is August, etc. How can I calculate the year-to-date volume this year and compare it with the year-to-date volume last year? Also, this year-to-date calculation need to be updated based on which month is the most recent full month data (e.g in November, year-to-date would mean the period between July and October)
2. I need to calculate rolling trends based on a selection in a slicer: e.g if the user selects July, then I need to summarize the rolling 3 months this year (May, June, July) and compare the growth with the rolling 3 months last year. But if the user updates the slicer to February then the calculation also refreshes to capture the last three months (December, January and February).

Thanks,

kukszi

[v-rzhou-msft]

Hi @kukszi 

I build a table like yours to have a test.

I build measure to achieve your goals.

1.  

Year-to-date volume this year =

VAR _Selected = SELECTEDVALUE(Calender[Date].[MonthNo])

VAR _MAXMon =

    MAXX (

        FILTER ( ALL ( 'Table' ), 'Table'[__Period____|].[Year] = YEAR ( TODAY () ) ),

        'Table'[__Period____|].[MonthNo]

    )

RETURN

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year] = YEAR ( TODAY () )

                && 'Table'[__Period____|].[MonthNo] < _MAXMon

                && 'Table'[__Period____|].[MonthNo] >= _Selected

        )

    )

Year-to-date volume last year =

VAR _Selected = SELECTEDVALUE(Calender[Date].[MonthNo])

VAR _MAXMon =

    MAXX (

        FILTER ( ALL ( 'Table' ), 'Table'[__Period____|].[Year] = YEAR ( TODAY () ) ),

        'Table'[__Period____|].[MonthNo]

    )

RETURN

CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] < _MAXMon

                && 'Table'[__Period____|].[MonthNo] >= _Selected

        )

    )

When My latest value is in Nov 2020,Result:

Default:

Select July:

2.

Rolling 3 months last year =

VAR _selectedmonth =

    SELECTEDVALUE ( Calender[Date].[MonthNo] )

VAR _a =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] <= _selectedmonth

                && 'Table'[__Period____|].[MonthNo] >= _selectedmonth - 2

        )

    )

VAR _b =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 2

                && 'Table'[__Period____|].[MonthNo] <= 12

                && 'Table'[__Period____|].[MonthNo] > 12 - 3 + _selectedmonth

        )

    )

RETURN

    IF ( _selectedmonth <= 2, _a + _b, _a )

Rolling 3 months this year =

VAR _selectedmonth =

    SELECTEDVALUE ( Calender[Date].[MonthNo] )

VAR _a =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year] = YEAR ( TODAY () )

                && 'Table'[__Period____|].[MonthNo] <= _selectedmonth

                && 'Table'[__Period____|].[MonthNo] >= _selectedmonth - 2

        )

    )

VAR _b =

    CALCULATE (

        SUM ( 'Table'[____Volume____|] ),

        FILTER (

            ALL ( 'Table' ),

            'Table'[__Period____|].[Year]

                = YEAR ( TODAY () ) - 1

                && 'Table'[__Period____|].[MonthNo] <= 12

                && 'Table'[__Period____|].[MonthNo] > 12 - 3 + _selectedmonth

        )

    )

RETURN

    IF ( _selectedmonth <= 2, _a + _b, _a )

Result:

July:

February:

You can download the pbix file from this link: Analyzing Sales Data line items

Best Regards,

Rico Zhou

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

[amitchandak]

@kukszi , find a calendar of your choice -

https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

YTD can take year-end date. Your QTR is will work with time intelligence

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))
Last complete QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

rolling

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-12,MONTH)) 
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-12,MONTH))  
Rolling 3= CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],staroffmonth(Sales[Sales Date]),3,MONTH))
Rolling 3 till last month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 3 till last 2 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-2,month)),-3,MONTH))
Rolling 3 till last 1 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 12 till last month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-13,MONTH))
Rolling 3 till last 3 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-3,month)),-3,MONTH))

refer for more deatils

Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — QTD Questions — Time Intelligence 2–5
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — MTD Questions — Time Intelligence 3–5
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[TomMartens]

Hey @kukszi ,

start by reading this article, it contains almost everything one needs to know about date-related calculations:
https://www.daxpatterns.com/time-patterns/

Regards,

Tom